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 6-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 | $9,751 | $88,707-89.0% | $74,183-86.9% | $273,961-96.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 93.63% | 11.94%+81.7pp | 17.74%+75.9pp | 41.45%+52.2pp |
| Employer contribution / active EE | $1,736 | $3,159-45.1% | $2,370-26.8% | $4,869-64.3% |
| Participant deferral / active EE | $2,938 | $4,212-30.2% | $3,550-17.2% | $5,287-44.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |