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 | $8,929 | $115,770-92.3% | $101,248-91.2% | $158,922-94.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 48.27% | 56.14%-7.9pp | 46.47%+1.8pp | 302.83%-254.6pp |
| Employer contribution / active EE | $1,780 | $4,175-57.4% | $3,660-51.4% | $4,761-62.6% |
| Participant deferral / active EE | $3,071 | $4,957-38.1% | $4,370-29.7% | $5,982-48.7% |
| Admin fee / account holder | $87 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |