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 6-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 | $19,852 | $185,822-89.3% | $169,993-88.3% | $139,434-85.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 36.65% | 60.50%-23.8pp | 53.37%-16.7pp | 372.94%-336.3pp |
| Employer contribution / active EE | $1,526 | $7,590-79.9% | $6,785-77.5% | $4,751-67.9% |
| Participant deferral / active EE | $7,348 | $11,622-36.8% | $10,408-29.4% | $6,710+9.5% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |