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 | $9,237 | $109,327-91.6% | $89,391-89.7% | $158,922-94.2% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 26.69% | 345.68%-319.0pp | 245.62%-218.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,064 | $3,170-66.4% | $2,586-58.8% | $4,761-77.6% |
| Participant deferral / active EE | $2,942 | $4,598-36.0% | $3,890-24.4% | $5,982-50.8% |
| Admin fee / account holder | $55 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |