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 | $8,954 | $127,264-93.0% | $109,895-91.9% | $167,490-94.7% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 12.97% | 22.97%-10.0pp | 29.45%-16.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $894 | $3,322-73.1% | $2,842-68.5% | $4,837-81.5% |
| Participant deferral / active EE | $1,631 | $4,514-63.9% | $4,048-59.7% | $6,341-74.3% |
| Admin fee / account holder | $49 | $7,114-99.3% | $6,066-99.2% | $12,309-99.6% |