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 3-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 | $8,313 | $111,724-92.6% | $93,606-91.1% | $145,922-94.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 17.85% | 202.98%-185.1pp | 133.20%-115.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,306 | $3,090-25.4% | $2,420-4.7% | $4,660-50.5% |
| Participant deferral / active EE | $1,332 | $4,912-72.9% | $4,411-69.8% | $6,688-80.1% |
| Admin fee / account holder | $43 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |