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 | $21,181 | $98,750-78.6% | $149,696-85.9% | $79,858-73.5% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 22.91% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $2,422 | $3,216-24.7% | $4,644-47.9% | $2,471-2.0% |
| Participant deferral / active EE | $3,556 | $5,680-37.4% | $6,842-48.0% | $3,740-4.9% |
| Admin fee / account holder | $249 | $6,053-95.9% | $9,309-97.3% | $5,306-95.3% |