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 8-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 | $13,163 | $127,777-89.7% | $106,548-87.6% | $167,490-92.1% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 17.45% | 33.87%-16.4pp | 26.80%-9.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $940 | $3,427-72.6% | $2,819-66.6% | $4,837-80.6% |
| Participant deferral / active EE | $1,551 | $5,087-69.5% | $4,398-64.7% | $6,341-75.5% |
| Admin fee / account holder | $88 | $11,228-99.2% | $7,407-98.8% | $12,309-99.3% |