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 | $14,837 | $96,557-84.6% | $80,975-81.7% | $273,961-94.6% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 12.65% | 15.14%-2.5pp | 17.10%-4.4pp | 41.45%-28.8pp |
| Employer contribution / active EE | $2,222 | $4,868-54.4% | $3,714-40.2% | $4,869-54.4% |
| Participant deferral / active EE | $3,457 | $6,598-47.6% | $5,696-39.3% | $5,287-34.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |