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 | $6,891 | $76,367-91.0% | $93,606-92.6% | $72,985-90.6% |
| Participation rate | 75.8% | 71.7%+4.0pp | 75.8%-0.1pp | 69.5%+6.3pp |
| Annual return | 24.43% | 25.82%-1.4pp | 32.76%-8.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $460 | $2,275-79.8% | $2,718-83.1% | $2,440-81.2% |
| Participant deferral / active EE | $1,780 | $3,538-49.7% | $4,069-56.3% | $3,607-50.7% |
| Admin fee / account holder | $212 | $6,838-96.9% | $7,888-97.3% | $5,124-95.9% |