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 | $13,669 | $124,281-89.0% | $109,143-87.5% | $167,490-91.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.13% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,213 | $4,207-71.2% | $3,722-67.4% | $4,837-74.9% |
| Participant deferral / active EE | $3,715 | $5,255-29.3% | $4,653-20.2% | $6,341-41.4% |
| Admin fee / account holder | $147 | $7,970-98.2% | $6,752-97.8% | $12,309-98.8% |