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 4-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 | $11,885 | $117,841-89.9% | $102,423-88.4% | $145,922-91.9% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 22.30% | 31.65%-9.3pp | 29.32%-7.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,043 | $3,615-71.1% | $3,023-65.5% | $4,660-77.6% |
| Participant deferral / active EE | $2,085 | $5,731-63.6% | $5,053-58.7% | $6,688-68.8% |
| Admin fee / account holder | $120 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |