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 | $9,830 | $84,696-88.4% | $75,696-87.0% | $167,490-94.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.27% | 199.36%-187.1pp | 104.53%-92.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,059 | $3,230-67.2% | $2,743-61.4% | $4,837-78.1% |
| Participant deferral / active EE | $1,169 | $4,580-74.5% | $3,821-69.4% | $6,341-81.6% |
| Admin fee / account holder | $63 | $5,355-98.8% | $3,619-98.3% | $12,309-99.5% |