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 | $9,998 | $107,334-90.7% | $92,893-89.2% | $152,861-93.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 29.53% | 145.58%-116.1pp | 109.41%-79.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $4,145 | $4,221-1.8% | $3,653+13.5% | $4,762-13.0% |
| Participant deferral / active EE | $2,354 | $4,845-51.4% | $4,236-44.4% | $5,850-59.8% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |