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 | $10,220 | $102,616-90.0% | $81,983-87.5% | $158,922-93.6% |
| Participation rate | 73.7% | 75.5%-1.8pp | 69.2%+4.4pp | 82.0%-8.3pp |
| Annual return | 32.02% | 61.04%-29.0pp | 41.31%-9.3pp | 302.83%-270.8pp |
| Employer contribution / active EE | $1,338 | $3,240-58.7% | $2,498-46.4% | $4,761-71.9% |
| Participant deferral / active EE | $1,833 | $4,648-60.6% | $3,722-50.8% | $5,982-69.4% |
| Admin fee / account holder | $106 | $8,235-98.7% | $5,664-98.1% | $11,246-99.1% |