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 | $10,266 | $124,281-91.7% | $109,143-90.6% | $167,490-93.9% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 16.94% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,088 | $4,207-74.1% | $3,722-70.8% | $4,837-77.5% |
| Participant deferral / active EE | $2,378 | $5,255-54.8% | $4,653-48.9% | $6,341-62.5% |
| Admin fee / account holder | $40 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |