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 5-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 | $13,832 | $210,648-93.4% | $177,989-92.2% | $145,922-90.5% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 15.98% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,237 | $4,565-72.9% | $3,949-68.7% | $4,660-73.5% |
| Participant deferral / active EE | $2,965 | $6,958-57.4% | $6,276-52.8% | $6,688-55.7% |
| Admin fee / account holder | $144 | $12,013-98.8% | $10,363-98.6% | $13,397-98.9% |