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 8-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 | $7,229 | $228,332-96.8% | $185,823-96.1% | $158,922-95.5% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 12.13% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $730 | $4,967-85.3% | $4,087-82.2% | $4,761-84.7% |
| Participant deferral / active EE | $1,690 | $6,415-73.7% | $5,632-70.0% | $5,982-71.8% |
| Admin fee / account holder | $114 | $11,864-99.0% | $9,500-98.8% | $11,246-99.0% |