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 | $6,839 | $63,355-89.2% | $91,989-92.6% | $72,985-90.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 36.27% | 35.35%+0.9pp | 69.02%-32.7pp | 81.00%-44.7pp |
| Employer contribution / active EE | $1,480 | $2,116-30.0% | $3,452-57.1% | $2,440-39.3% |
| Participant deferral / active EE | $2,286 | $4,883-53.2% | $5,923-61.4% | $3,607-36.6% |
| Admin fee / account holder | $73 | $4,668-98.4% | $7,743-99.1% | $5,124-98.6% |