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 | $16,581 | $165,335-90.0% | $149,696-88.9% | $158,922-89.6% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 74.69% | 348.15%-273.5pp | 276.60%-201.9pp | 302.83%-228.1pp |
| Employer contribution / active EE | $1,233 | $5,103-75.8% | $4,644-73.5% | $4,761-74.1% |
| Participant deferral / active EE | $3,882 | $7,181-45.9% | $6,842-43.3% | $5,982-35.1% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |