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 | $16,794 | $165,335-89.8% | $149,696-88.8% | $158,922-89.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 49.30% | 348.15%-298.8pp | 276.60%-227.3pp | 302.83%-253.5pp |
| Employer contribution / active EE | $3,036 | $5,103-40.5% | $4,644-34.6% | $4,761-36.2% |
| Participant deferral / active EE | $8,845 | $7,181+23.2% | $6,842+29.3% | $5,982+47.9% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |