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 | $11,139 | $162,781-93.2% | $133,956-91.7% | $158,922-93.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 44.34% | 41.94%+2.4pp | 45.09%-0.7pp | 302.83%-258.5pp |
| Employer contribution / active EE | $2,717 | $4,975-45.4% | $3,919-30.7% | $4,761-42.9% |
| Participant deferral / active EE | $3,487 | $5,911-41.0% | $5,048-30.9% | $5,982-41.7% |
| Admin fee / account holder | $91 | $11,736-99.2% | $8,927-99.0% | $11,246-99.2% |