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 | $11,630 | $176,377-93.4% | $134,143-91.3% | $158,922-92.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 21.46% | 63.63%-42.2pp | 36.33%-14.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $963 | $5,040-80.9% | $3,704-74.0% | $4,761-79.8% |
| Participant deferral / active EE | $1,445 | $4,091-64.7% | $3,499-58.7% | $5,982-75.8% |
| Admin fee / account holder | $105 | $8,718-98.8% | $6,684-98.4% | $11,246-99.1% |