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 | $12,911 | $142,405-90.9% | $115,157-88.8% | $152,861-91.6% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 38.56% | 41.48%-2.9pp | 35.60%+3.0pp | 345.32%-306.8pp |
| Employer contribution / active EE | $1,178 | $4,010-70.6% | $3,179-62.9% | $4,762-75.3% |
| Participant deferral / active EE | $4,449 | $5,164-13.9% | $4,168+6.7% | $5,850-24.0% |
| Admin fee / account holder | $25 | $8,462-99.7% | $7,088-99.7% | $11,596-99.8% |