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 9-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 | $16,131 | $106,890-84.9% | $84,015-80.8% | $152,861-89.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.56% | 104.99%-82.4pp | 71.31%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,379 | $2,734-49.6% | $1,983-30.5% | $4,762-71.1% |
| Participant deferral / active EE | $3,746 | $4,011-6.6% | $3,239+15.7% | $5,850-36.0% |
| Admin fee / account holder | $40 | $8,285-99.5% | $6,101-99.3% | $11,596-99.7% |