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 | $13,401 | $105,181-87.3% | $159,436-91.6% | $85,850-84.4% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.8%-6.2pp | 69.3%+7.4pp |
| Annual return | 22.42% | 45.07%-22.7pp | 263.57%-241.1pp | 318.53%-296.1pp |
| Employer contribution / active EE | $2,597 | $3,318-21.7% | $4,829-46.2% | $2,565+1.2% |
| Participant deferral / active EE | $5,497 | $5,945-7.5% | $7,352-25.2% | $3,952+39.1% |
| Admin fee / account holder | $216 | $6,933-96.9% | $10,799-98.0% | $6,260-96.5% |