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 | $10,718 | $185,822-94.2% | $169,993-93.7% | $139,434-92.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 23.14% | 60.50%-37.4pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,867 | $7,590-75.4% | $6,785-72.5% | $4,751-60.7% |
| Participant deferral / active EE | $3,245 | $11,622-72.1% | $10,408-68.8% | $6,710-51.6% |
| Admin fee / account holder | $175 | $15,381-98.9% | $12,815-98.6% | $11,403-98.5% |