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 | $7,889 | $65,365-87.9% | $92,893-91.5% | $72,985-89.2% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 29.04% | 42.10%-13.1pp | 109.41%-80.4pp | 81.00%-52.0pp |
| Employer contribution / active EE | $1,171 | $2,594-54.8% | $3,653-67.9% | $2,440-52.0% |
| Participant deferral / active EE | $3,300 | $3,128+5.5% | $4,236-22.1% | $3,607-8.5% |
| Admin fee / account holder | $259 | $4,251-93.9% | $5,794-95.5% | $5,124-94.9% |