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 | $14,942 | $107,334-86.1% | $92,893-83.9% | $152,861-90.2% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 19.58% | 145.58%-126.0pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,139 | $4,221-49.3% | $3,653-41.4% | $4,762-55.1% |
| Participant deferral / active EE | $3,914 | $4,845-19.2% | $4,236-7.6% | $5,850-33.1% |
| Admin fee / account holder | $134 | $7,079-98.1% | $5,794-97.7% | $11,596-98.8% |