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 7-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 | $19,798 | $102,317-80.7% | $146,958-86.5% | $80,856-75.5% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 17.92% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,063 | $3,713-44.4% | $4,933-58.2% | $2,755-25.1% |
| Participant deferral / active EE | $4,158 | $6,644-37.4% | $8,070-48.5% | $4,296-3.2% |
| Admin fee / account holder | $33 | $7,941-99.6% | $12,998-99.7% | $6,918-99.5% |