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 | $12,343 | $115,770-89.3% | $101,248-87.8% | $158,922-92.2% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 29.62% | 56.14%-26.5pp | 46.47%-16.9pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,893 | $4,175-54.7% | $3,660-48.3% | $4,761-60.2% |
| Participant deferral / active EE | $2,758 | $4,957-44.4% | $4,370-36.9% | $5,982-53.9% |
| Admin fee / account holder | $87 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |