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 | $14,968 | $102,317-85.4% | $146,958-89.8% | $80,856-81.5% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 13.58% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,248 | $3,713-66.4% | $4,933-74.7% | $2,755-54.7% |
| Participant deferral / active EE | $3,083 | $6,644-53.6% | $8,070-61.8% | $4,296-28.2% |
| Admin fee / account holder | $91 | $7,941-98.9% | $12,998-99.3% | $6,918-98.7% |