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 | $16,928 | $110,257-84.6% | $96,544-82.5% | $139,434-87.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 16.37% | 26.32%-9.9pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,382 | $3,620-61.8% | $2,965-53.4% | $4,751-70.9% |
| Participant deferral / active EE | $2,949 | $5,548-46.9% | $4,851-39.2% | $6,710-56.1% |
| Admin fee / account holder | $233 | $11,591-98.0% | $8,252-97.2% | $11,403-98.0% |