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 7-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 | $15,895 | $185,200-91.4% | $142,863-88.9% | $167,490-90.5% |
| Participation rate | 70.6% | 78.4%-7.9pp | 71.9%-1.3pp | 82.1%-11.5pp |
| Annual return | 24.82% | 8555.70%-8530.9pp | 5637.54%-5612.7pp | 478.56%-453.7pp |
| Employer contribution / active EE | $2,772 | $5,604-50.5% | $4,144-33.1% | $4,837-42.7% |
| Participant deferral / active EE | $4,253 | $4,494-5.4% | $3,837+10.8% | $6,341-32.9% |
| Admin fee / account holder | $296 | $8,031-96.3% | $6,560-95.5% | $12,309-97.6% |