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 | $18,743 | $98,750-81.0% | $149,696-87.5% | $79,858-76.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 18.86% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,008 | $3,216-37.6% | $4,644-56.8% | $2,471-18.7% |
| Participant deferral / active EE | $4,051 | $5,680-28.7% | $6,842-40.8% | $3,740+8.3% |
| Admin fee / account holder | $147 | $6,053-97.6% | $9,309-98.4% | $5,306-97.2% |