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 9-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 | $12,193 | $77,634-84.3% | $156,549-92.2% | $62,891-80.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.14% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $961 | $3,444-72.1% | $5,501-82.5% | $2,281-57.9% |
| Participant deferral / active EE | $1,408 | $3,045-53.8% | $4,871-71.1% | $3,203-56.0% |
| Admin fee / account holder | $242 | $5,561-95.6% | $13,027-98.1% | $4,296-94.4% |