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 | $8,951 | $106,515-91.6% | $96,683-90.7% | $139,434-93.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 22.47% | 38.43%-16.0pp | 35.69%-13.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,430 | $4,103-65.1% | $3,737-61.7% | $4,751-69.9% |
| Participant deferral / active EE | $1,425 | $5,454-73.9% | $4,878-70.8% | $6,710-78.8% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |