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 7-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 | $11,186 | $93,346-88.0% | $71,796-84.4% | $273,961-95.9% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | 2.59% | 130.39%-127.8pp | 78.04%-75.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,101 | $2,733-59.7% | $1,924-42.8% | $4,869-77.4% |
| Participant deferral / active EE | $2,422 | $3,475-30.3% | $2,794-13.3% | $5,287-54.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |