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 | $17,875 | $78,422-77.2% | $95,952-81.4% | $79,858-77.6% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.4pp |
| Annual return | 24.37% | 19.37%+5.0pp | 91.61%-67.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $3,470 | $1,945+78.4% | $2,541+36.6% | $2,471+40.4% |
| Participant deferral / active EE | $4,358 | $3,440+26.7% | $4,167+4.6% | $3,740+16.5% |
| Admin fee / account holder | $99 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |