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 9-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 | $14,239 | $107,334-86.7% | $92,893-84.7% | $152,861-90.7% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 32.73% | 145.58%-112.8pp | 109.41%-76.7pp | 345.32%-312.6pp |
| Employer contribution / active EE | $1,298 | $4,221-69.3% | $3,653-64.5% | $4,762-72.7% |
| Participant deferral / active EE | $4,681 | $4,845-3.4% | $4,236+10.5% | $5,850-20.0% |
| Admin fee / account holder | $12 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |