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 | $9,513 | $159,901-94.1% | $146,958-93.5% | $145,922-93.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 17.17% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,172 | $5,286-77.8% | $4,933-76.2% | $4,660-74.8% |
| Participant deferral / active EE | $3,806 | $8,428-54.8% | $8,070-52.8% | $6,688-43.1% |
| Admin fee / account holder | $136 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |