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 | $13,631 | $124,281-89.0% | $109,143-87.5% | $167,490-91.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 17.34% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,961 | $4,207-53.4% | $3,722-47.3% | $4,837-59.5% |
| Participant deferral / active EE | $3,604 | $5,255-31.4% | $4,653-22.5% | $6,341-43.2% |
| Admin fee / account holder | $278 | $7,970-96.5% | $6,752-95.9% | $12,309-97.7% |