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 | $9,660 | $159,901-94.0% | $146,958-93.4% | $145,922-93.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.24% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,555 | $5,286-70.6% | $4,933-68.5% | $4,660-66.6% |
| Participant deferral / active EE | $2,928 | $8,428-65.3% | $8,070-63.7% | $6,688-56.2% |
| Admin fee / account holder | $84 | $15,044-99.4% | $12,998-99.4% | $13,397-99.4% |