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 | $7,284 | $105,931-93.1% | $81,930-91.1% | $158,922-95.4% |
| Participation rate | 92.9% | 75.6%+17.2pp | 72.0%+20.9pp | 82.0%+10.9pp |
| Annual return | 33.50% | 38.17%-4.7pp | 29.49%+4.0pp | 302.83%-269.3pp |
| Employer contribution / active EE | $1,501 | $7,800-80.8% | $4,310-65.2% | $4,761-68.5% |
| Participant deferral / active EE | $2,491 | $13,003-80.8% | $7,107-64.9% | $5,982-58.4% |
| Admin fee / account holder | $181 | $8,489-97.9% | $5,158-96.5% | $11,246-98.4% |