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 4-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 | $19,717 | $185,822-89.4% | $169,993-88.4% | $139,434-85.9% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 47.91% | 60.50%-12.6pp | 53.37%-5.5pp | 372.94%-325.0pp |
| Employer contribution / active EE | $1,440 | $7,590-81.0% | $6,785-78.8% | $4,751-69.7% |
| Participant deferral / active EE | $8,102 | $11,622-30.3% | $10,408-22.2% | $6,710+20.7% |
| Admin fee / account holder | $109 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |