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 | $22,122 | $116,175-81.0% | $93,606-76.4% | $152,861-85.5% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 27.11% | 35.96%-8.9pp | 32.76%-5.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,466 | $3,218-23.4% | $2,718-9.3% | $4,762-48.2% |
| Participant deferral / active EE | $3,679 | $4,603-20.1% | $4,069-9.6% | $5,850-37.1% |
| Admin fee / account holder | $109 | $10,748-99.0% | $7,888-98.6% | $11,596-99.1% |