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 | $16,255 | $112,881-85.6% | $90,951-82.1% | $158,922-89.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 18.84% | 215.79%-197.0pp | 134.60%-115.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $882 | $2,893-69.5% | $2,122-58.4% | $4,761-81.5% |
| Participant deferral / active EE | $1,937 | $4,128-53.1% | $3,373-42.6% | $5,982-67.6% |
| Admin fee / account holder | $17 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |