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 | $8,507 | $45,035-81.1% | $62,995-86.5% | $70,131-87.9% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 22.15% | 18.76%+3.4pp | 87.57%-65.4pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,646 | $2,051-19.8% | $2,759-40.4% | $2,342-29.7% |
| Participant deferral / active EE | $1,750 | $2,465-29.0% | $3,329-47.4% | $3,332-47.5% |
| Admin fee / account holder | $254 | $2,834-91.0% | $3,600-92.9% | $4,645-94.5% |