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 | $12,523 | $105,998-88.2% | $92,233-86.4% | $147,584-91.5% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 21.64% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,832 | $4,333-57.7% | $3,679-50.2% | $4,876-62.4% |
| Participant deferral / active EE | $3,244 | $4,478-27.6% | $3,897-16.8% | $5,439-40.4% |
| Admin fee / account holder | $263 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |