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 8-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 | $12,411 | $102,616-87.9% | $81,983-84.9% | $158,922-92.2% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.2%+1.3pp | 82.0%-11.4pp |
| Annual return | 58.69% | 61.04%-2.4pp | 41.31%+17.4pp | 302.83%-244.1pp |
| Employer contribution / active EE | $1,539 | $3,240-52.5% | $2,498-38.4% | $4,761-67.7% |
| Participant deferral / active EE | $2,534 | $4,648-45.5% | $3,722-31.9% | $5,982-57.6% |
| Admin fee / account holder | $64 | $8,235-99.2% | $5,664-98.9% | $11,246-99.4% |