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 | $2,713 | $54,762-95.0% | $90,281-97.0% | $72,985-96.3% |
| Participation rate | 72.6% | 65.1%+7.4pp | 73.3%-0.7pp | 69.5%+3.1pp |
| Annual return | 29.51% | 30.63%-1.1pp | 78.10%-48.6pp | 81.00%-51.5pp |
| Employer contribution / active EE | $449 | $2,092-78.5% | $2,854-84.3% | $2,440-81.6% |
| Participant deferral / active EE | $1,199 | $2,887-58.5% | $3,885-69.1% | $3,607-66.8% |
| Admin fee / account holder | $56 | $3,972-98.6% | $5,351-98.9% | $5,124-98.9% |