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 | $7,430 | $105,931-93.0% | $81,930-90.9% | $158,922-95.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 31.21% | 38.17%-7.0pp | 29.49%+1.7pp | 302.83%-271.6pp |
| Employer contribution / active EE | $1,195 | $7,800-84.7% | $4,310-72.3% | $4,761-74.9% |
| Participant deferral / active EE | $2,411 | $13,003-81.5% | $7,107-66.1% | $5,982-59.7% |
| Admin fee / account holder | $267 | $8,489-96.9% | $5,158-94.8% | $11,246-97.6% |