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 6-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 | $9,073 | $115,770-92.2% | $101,248-91.0% | $158,922-94.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 21.64% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,498 | $4,175-64.1% | $3,660-59.1% | $4,761-68.5% |
| Participant deferral / active EE | $2,775 | $4,957-44.0% | $4,370-36.5% | $5,982-53.6% |
| Admin fee / account holder | $135 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |