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 3-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 | $9,709 | $111,724-91.3% | $93,606-89.6% | $145,922-93.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 27.99% | 202.98%-175.0pp | 133.20%-105.2pp | 561.29%-533.3pp |
| Employer contribution / active EE | $1,784 | $3,090-42.3% | $2,420-26.3% | $4,660-61.7% |
| Participant deferral / active EE | $3,561 | $4,912-27.5% | $4,411-19.3% | $6,688-46.8% |
| Admin fee / account holder | $125 | $10,250-98.8% | $8,285-98.5% | $13,397-99.1% |