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 | $11,031 | $77,419-85.8% | $69,455-84.1% | $152,861-92.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 34.71% | 39.06%-4.4pp | 28.97%+5.7pp | 345.32%-310.6pp |
| Employer contribution / active EE | $1,380 | $3,315-58.4% | $2,779-50.3% | $4,762-71.0% |
| Participant deferral / active EE | $2,460 | $4,414-44.3% | $3,535-30.4% | $5,850-57.9% |
| Admin fee / account holder | $57 | $6,207-99.1% | $3,839-98.5% | $11,596-99.5% |