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 | $13,728 | $133,922-89.7% | $116,228-88.2% | $142,382-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.18% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $989 | $3,446-71.3% | $2,994-67.0% | $4,299-77.0% |
| Participant deferral / active EE | $3,039 | $5,672-46.4% | $4,953-38.6% | $6,507-53.3% |
| Admin fee / account holder | $274 | $14,945-98.2% | $11,989-97.7% | $12,624-97.8% |