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 | $9,568 | $105,931-91.0% | $81,930-88.3% | $158,922-94.0% |
| Participation rate | 73.9% | 75.6%-1.7pp | 72.0%+1.9pp | 82.0%-8.0pp |
| Annual return | 23.82% | 38.17%-14.4pp | 29.49%-5.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $791 | $7,800-89.9% | $4,310-81.6% | $4,761-83.4% |
| Participant deferral / active EE | $2,438 | $13,003-81.3% | $7,107-65.7% | $5,982-59.3% |
| Admin fee / account holder | $249 | $8,489-97.1% | $5,158-95.2% | $11,246-97.8% |