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 | $8,207 | $168,632-95.1% | $147,614-94.4% | $125,391-93.5% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -1.91% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,310 | $6,252-79.0% | $5,564-76.5% | $4,866-73.1% |
| Participant deferral / active EE | $2,821 | $5,507-48.8% | $4,895-42.4% | $5,352-47.3% |
| Admin fee / account holder | $21 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |