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 | $17,045 | $70,428-75.8% | $96,562-82.3% | $85,850-80.1% |
| Participation rate | 80.6% | 61.8%+18.8pp | 69.8%+10.8pp | 69.3%+11.3pp |
| Annual return | 16.17% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,216 | $1,413-13.9% | $2,356-48.4% | $2,565-52.6% |
| Participant deferral / active EE | $2,862 | $2,894-1.1% | $3,849-25.6% | $3,952-27.6% |
| Admin fee / account holder | $189 | $4,997-96.2% | $6,181-96.9% | $6,260-97.0% |