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 9-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 | $8,787 | $148,534-94.1% | $135,903-93.5% | $139,434-93.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 19.79% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,610 | $5,243-31.1% | $4,856-25.7% | $4,751-24.0% |
| Participant deferral / active EE | $6,095 | $8,100-24.8% | $7,758-21.4% | $6,710-9.2% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |