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 | $11,131 | $138,044-91.9% | $125,339-91.1% | $134,475-91.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | 33.46% | 750.33%-716.9pp | 572.05%-538.6pp | 417.96%-384.5pp |
| Employer contribution / active EE | $1,773 | $5,243-66.2% | $4,814-63.2% | $4,740-62.6% |
| Participant deferral / active EE | $3,141 | $7,799-59.7% | $7,446-57.8% | $6,400-50.9% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |