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 | $4,206 | $157,256-97.3% | $141,162-97.0% | $152,861-97.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 32.05% | 64.32%-32.3pp | 71.39%-39.3pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,467 | $5,261-72.1% | $4,735-69.0% | $4,762-69.2% |
| Participant deferral / active EE | $2,770 | $7,109-61.0% | $6,709-58.7% | $5,850-52.7% |
| Admin fee / account holder | $86 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |