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 | $14,758 | $58,512-74.8% | $84,015-82.4% | $72,985-79.8% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 25.90% | 28.93%-3.0pp | 71.31%-45.4pp | 81.00%-55.1pp |
| Employer contribution / active EE | $795 | $1,163-31.7% | $1,983-59.9% | $2,440-67.4% |
| Participant deferral / active EE | $3,772 | $2,394+57.6% | $3,239+16.5% | $3,607+4.6% |
| Admin fee / account holder | $300 | $4,569-93.4% | $6,101-95.1% | $5,124-94.1% |