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 | $11,880 | $77,634-84.7% | $156,549-92.4% | $62,891-81.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.63% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $855 | $3,444-75.2% | $5,501-84.5% | $2,281-62.5% |
| Participant deferral / active EE | $2,841 | $3,045-6.7% | $4,871-41.7% | $3,203-11.3% |
| Admin fee / account holder | $196 | $5,561-96.5% | $13,027-98.5% | $4,296-95.4% |