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 6-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 | $5,191 | $227,553-97.7% | $189,557-97.3% | $167,490-96.9% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.4%-0.2pp | 82.1%-3.8pp |
| Annual return | 17.61% | 78.40%-60.8pp | 64.17%-46.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,546 | $5,316-70.9% | $4,412-65.0% | $4,837-68.0% |
| Participant deferral / active EE | $2,249 | $7,002-67.9% | $6,174-63.6% | $6,341-64.5% |
| Admin fee / account holder | $157 | $11,878-98.7% | $9,807-98.4% | $12,309-98.7% |