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 | $15,182 | $117,381-87.1% | $99,443-84.7% | $152,861-90.1% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 18.56% | 31.87%-13.3pp | 30.72%-12.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $579 | $3,013-80.8% | $2,540-77.2% | $4,762-87.8% |
| Participant deferral / active EE | $8,711 | $4,086+113.2% | $3,619+140.7% | $5,850+48.9% |
| Admin fee / account holder | $170 | $7,631-97.8% | $6,250-97.3% | $11,596-98.5% |