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 | $13,562 | $155,788-91.3% | $124,672-89.1% | $167,490-91.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 17.87% | 17.97%-0.1pp | 5142.93%-5125.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,797 | $4,163-56.8% | $3,324-45.9% | $4,837-62.8% |
| Participant deferral / active EE | $2,284 | $5,673-59.7% | $4,614-50.5% | $6,341-64.0% |
| Admin fee / account holder | $46 | $9,531-99.5% | $7,493-99.4% | $12,309-99.6% |