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 | $9,506 | $102,317-90.7% | $146,958-93.5% | $80,856-88.2% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 34.71% | 134.76%-100.0pp | 418.34%-383.6pp | 35.59%-0.9pp |
| Employer contribution / active EE | $2,729 | $3,713-26.5% | $4,933-44.7% | $2,755-0.9% |
| Participant deferral / active EE | $3,584 | $6,644-46.0% | $8,070-55.6% | $4,296-16.6% |
| Admin fee / account holder | $275 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |