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 | $10,645 | $117,983-91.0% | $101,794-89.5% | $142,382-92.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 21.83% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,451 | $2,773-47.7% | $2,289-36.6% | $4,299-66.2% |
| Participant deferral / active EE | $1,585 | $4,714-66.4% | $4,084-61.2% | $6,507-75.6% |
| Admin fee / account holder | $16 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |