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 4-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 | $10,360 | $106,515-90.3% | $96,683-89.3% | $139,434-92.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 34.81% | 38.43%-3.6pp | 35.69%-0.9pp | 372.94%-338.1pp |
| Employer contribution / active EE | $1,526 | $4,103-62.8% | $3,737-59.2% | $4,751-67.9% |
| Participant deferral / active EE | $6,269 | $5,454+14.9% | $4,878+28.5% | $6,710-6.6% |
| Admin fee / account holder | $25 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |