See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,063 | $228,332-90.3% | $185,823-88.1% | $158,922-86.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 43.23% | 40.80%+2.4pp | 35.95%+7.3pp | 302.83%-259.6pp |
| Employer contribution / active EE | $1,900 | $4,967-61.7% | $4,087-53.5% | $4,761-60.1% |
| Participant deferral / active EE | $6,562 | $6,415+2.3% | $5,632+16.5% | $5,982+9.7% |
| Admin fee / account holder | $298 | $11,864-97.5% | $9,500-96.9% | $11,246-97.3% |