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 9-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 | $11,304 | $106,515-89.4% | $96,683-88.3% | $139,434-91.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.61% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,310 | $4,103-68.1% | $3,737-64.9% | $4,751-72.4% |
| Participant deferral / active EE | $2,320 | $5,454-57.5% | $4,878-52.4% | $6,710-65.4% |
| Admin fee / account holder | $36 | $7,877-99.5% | $6,730-99.5% | $11,403-99.7% |