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 | $6,823 | $61,660-88.9% | $80,019-91.5% | $64,186-89.4% |
| Participation rate | 84.7% | 71.7%+13.1pp | 75.8%+8.9pp | 69.6%+15.2pp |
| Annual return | 63.80% | -0.33%+64.1pp | 11.22%+52.6pp | 7.63%+56.2pp |
| Employer contribution / active EE | $2,072 | $1,810+14.5% | $2,468-16.0% | $2,381-13.0% |
| Participant deferral / active EE | $2,166 | $2,968-27.0% | $3,686-41.2% | $3,470-37.6% |
| Admin fee / account holder | $71 | $5,417-98.7% | $6,521-98.9% | $4,888-98.5% |