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 8-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 | $9,391 | $127,264-92.6% | $109,895-91.5% | $167,490-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.86% | 22.97%-10.1pp | 29.45%-16.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,137 | $3,322-65.8% | $2,842-60.0% | $4,837-76.5% |
| Participant deferral / active EE | $3,053 | $4,514-32.4% | $4,048-24.6% | $6,341-51.9% |
| Admin fee / account holder | $170 | $7,114-97.6% | $6,066-97.2% | $12,309-98.6% |