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 6-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 | $36,036 | $125,758-71.3% | $169,993-78.8% | $75,163-52.1% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.0%-8.4pp | 67.2%+11.4pp |
| Annual return | 33.09% | 27.20%+5.9pp | 53.37%-20.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $2,268 | $4,615-50.9% | $6,785-66.6% | $2,670-15.1% |
| Participant deferral / active EE | $3,905 | $6,837-42.9% | $10,408-62.5% | $4,125-5.3% |
| Admin fee / account holder | $46 | $8,173-99.4% | $12,815-99.6% | $5,651-99.2% |