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 | $9,416 | $115,882-91.9% | $100,516-90.6% | $158,922-94.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 28.59% | 34.79%-6.2pp | 30.89%-2.3pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,444 | $4,103-64.8% | $3,418-57.7% | $4,761-69.7% |
| Participant deferral / active EE | $2,332 | $6,674-65.1% | $6,270-62.8% | $5,982-61.0% |
| Admin fee / account holder | $5 | $10,995-100.0% | $8,081-99.9% | $11,246-100.0% |