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 | $12,994 | $56,054-76.8% | $171,082-92.4% | $62,891-79.3% |
| Participation rate | 96.3% | 62.9%+33.4pp | 76.7%+19.6pp | 69.3%+27.0pp |
| Annual return | 7.16% | 22.52%-15.4pp | 32.56%-25.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,051 | $1,731+18.5% | $4,002-48.8% | $2,281-10.1% |
| Participant deferral / active EE | $2,923 | $3,158-7.4% | $4,797-39.1% | $3,203-8.7% |
| Admin fee / account holder | $272 | $3,647-92.5% | $8,520-96.8% | $4,296-93.7% |