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 | $14,088 | $210,648-93.3% | $177,989-92.1% | $145,922-90.3% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.00% | 385.86%-372.9pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,400 | $6,958-65.5% | $6,276-61.8% | $6,688-64.1% |
| Admin fee / account holder | $107 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |