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 | $13,633 | $72,277-81.1% | $101,248-86.5% | $79,858-82.9% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 18.27% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $967 | $2,692-64.1% | $3,660-73.6% | $2,471-60.9% |
| Participant deferral / active EE | $1,542 | $3,282-53.0% | $4,370-64.7% | $3,740-58.8% |
| Admin fee / account holder | $188 | $4,400-95.7% | $5,945-96.8% | $5,306-96.5% |