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 | $20,030 | $78,520-74.5% | $96,576-79.3% | $82,448-75.7% |
| Participation rate | 85.7% | 77.7%+8.0pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 22.10% | 41.30%-19.2pp | 38.47%-16.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,205 | $2,630-54.2% | $3,553-66.1% | $2,551-52.8% |
| Participant deferral / active EE | $2,872 | $6,754-57.5% | $7,956-63.9% | $4,139-30.6% |
| Admin fee / account holder | $181 | $13,455-98.7% | $11,381-98.4% | $7,234-97.5% |