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 | $12,963 | $202,432-93.6% | $169,368-92.3% | $139,434-90.7% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 42.94% | 531.74%-488.8pp | 405.60%-362.7pp | 372.94%-330.0pp |
| Employer contribution / active EE | $3,333 | $4,692-29.0% | $4,013-16.9% | $4,751-29.8% |
| Participant deferral / active EE | $5,492 | $6,938-20.8% | $6,221-11.7% | $6,710-18.2% |
| Admin fee / account holder | $142 | $10,708-98.7% | $9,003-98.4% | $11,403-98.8% |