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 7-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 | $9,396 | $102,966-90.9% | $90,281-89.6% | $152,861-93.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 27.32% | 95.16%-67.8pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,697 | $3,139-45.9% | $2,854-40.6% | $4,762-64.4% |
| Participant deferral / active EE | $2,846 | $4,281-33.5% | $3,885-26.7% | $5,850-51.3% |
| Admin fee / account holder | $90 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |