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 | $10,405 | $159,901-93.5% | $146,958-92.9% | $145,922-92.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 14.33% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,438 | $5,286-72.8% | $4,933-70.8% | $4,660-69.1% |
| Participant deferral / active EE | $3,273 | $8,428-61.2% | $8,070-59.4% | $6,688-51.1% |
| Admin fee / account holder | $32 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |