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 4-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 | $9,936 | $183,519-94.6% | $155,509-93.6% | $145,922-93.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.91% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,041 | $5,313-80.4% | $4,672-77.7% | $4,660-77.7% |
| Participant deferral / active EE | $2,822 | $6,462-56.3% | $5,626-49.8% | $6,688-57.8% |
| Admin fee / account holder | $52 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |