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 | $10,566 | $102,616-89.7% | $81,983-87.1% | $158,922-93.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 37.26% | 61.04%-23.8pp | 41.31%-4.1pp | 302.83%-265.6pp |
| Employer contribution / active EE | $779 | $3,240-75.9% | $2,498-68.8% | $4,761-83.6% |
| Participant deferral / active EE | $1,685 | $4,648-63.8% | $3,722-54.7% | $5,982-71.8% |
| Admin fee / account holder | $76 | $8,235-99.1% | $5,664-98.7% | $11,246-99.3% |