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 | $10,505 | $102,616-89.8% | $81,983-87.2% | $158,922-93.4% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 68.60% | 61.04%+7.6pp | 41.31%+27.3pp | 302.83%-234.2pp |
| Employer contribution / active EE | $1,961 | $3,240-39.5% | $2,498-21.5% | $4,761-58.8% |
| Participant deferral / active EE | $2,790 | $4,648-40.0% | $3,722-25.0% | $5,982-53.4% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |