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 7-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 | $17,009 | $112,881-84.9% | $90,951-81.3% | $158,922-89.3% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 38.85% | 215.79%-176.9pp | 134.60%-95.8pp | 302.83%-264.0pp |
| Employer contribution / active EE | $1,424 | $2,893-50.8% | $2,122-32.9% | $4,761-70.1% |
| Participant deferral / active EE | $6,393 | $4,128+54.9% | $3,373+89.5% | $5,982+6.9% |
| Admin fee / account holder | $107 | $8,041-98.7% | $5,959-98.2% | $11,246-99.0% |