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 | $10,918 | $108,919-90.0% | $100,391-89.1% | $145,922-92.5% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 11.84% | 57.88%-46.0pp | 49.20%-37.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,045 | $4,419-76.4% | $3,942-73.5% | $4,660-77.6% |
| Participant deferral / active EE | $3,312 | $8,445-60.8% | $8,082-59.0% | $6,688-50.5% |
| Admin fee / account holder | $176 | $9,689-98.2% | $7,899-97.8% | $13,397-98.7% |