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 | $14,653 | $107,334-86.3% | $92,893-84.2% | $152,861-90.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 32.73% | 145.58%-112.9pp | 109.41%-76.7pp | 345.32%-312.6pp |
| Employer contribution / active EE | $1,552 | $4,221-63.2% | $3,653-57.5% | $4,762-67.4% |
| Participant deferral / active EE | $2,904 | $4,845-40.1% | $4,236-31.5% | $5,850-50.4% |
| Admin fee / account holder | $2 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |