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 7-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 | $12,727 | $115,770-89.0% | $101,248-87.4% | $158,922-92.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 92.07% | 56.14%+35.9pp | 46.47%+45.6pp | 302.83%-210.8pp |
| Employer contribution / active EE | $2,228 | $4,175-46.6% | $3,660-39.1% | $4,761-53.2% |
| Participant deferral / active EE | $4,320 | $4,957-12.9% | $4,370-1.2% | $5,982-27.8% |
| Admin fee / account holder | $40 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |