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 7-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 | $11,494 | $85,202-86.5% | $172,739-93.3% | $72,985-84.3% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 24.79% | 27.32%-2.5pp | 802.84%-778.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,447 | $3,324-56.5% | $5,143-71.9% | $2,440-40.7% |
| Participant deferral / active EE | $1,420 | $3,260-56.4% | $5,198-72.7% | $3,607-60.6% |
| Admin fee / account holder | $14 | $5,884-99.8% | $13,954-99.9% | $5,124-99.7% |