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 | $13,460 | $202,432-93.4% | $169,368-92.1% | $139,434-90.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 21.63% | 531.74%-510.1pp | 405.60%-384.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,318 | $4,692-71.9% | $4,013-67.2% | $4,751-72.3% |
| Participant deferral / active EE | $4,376 | $6,938-36.9% | $6,221-29.7% | $6,710-34.8% |
| Admin fee / account holder | $105 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |