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 | $13,719 | $85,202-83.9% | $172,739-92.1% | $72,985-81.2% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 16.54% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $5,318 | $3,324+60.0% | $5,143+3.4% | $2,440+118.0% |
| Participant deferral / active EE | $2,846 | $3,260-12.7% | $5,198-45.2% | $3,607-21.1% |
| Admin fee / account holder | $93 | $5,884-98.4% | $13,954-99.3% | $5,124-98.2% |