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 | $14,551 | $176,056-91.7% | $159,436-90.9% | $167,490-91.3% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 12.26% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,518 | $5,297-14.7% | $4,829-6.4% | $4,837-6.6% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |