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 | $21,228 | $98,750-78.5% | $149,696-85.8% | $79,858-73.4% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 40.92% | 27.43%+13.5pp | 276.60%-235.7pp | 31.71%+9.2pp |
| Employer contribution / active EE | $3,990 | $3,216+24.0% | $4,644-14.1% | $2,471+61.5% |
| Participant deferral / active EE | $5,156 | $5,680-9.2% | $6,842-24.6% | $3,740+37.9% |
| Admin fee / account holder | $133 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |