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 4-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 | $7,847 | $48,795-83.9% | $65,493-88.0% | $84,808-90.7% |
| Participation rate | 85.3% | 67.0%+18.3pp | 73.1%+12.2pp | 68.3%+17.0pp |
| Annual return | 22.24% | 20.20%+2.0pp | 982.45%-960.2pp | 40.90%-18.7pp |
| Employer contribution / active EE | $689 | $1,930-64.3% | $2,574-73.3% | $2,631-73.8% |
| Participant deferral / active EE | $1,274 | $2,928-56.5% | $3,961-67.8% | $4,212-69.8% |
| Admin fee / account holder | $153 | $3,877-96.0% | $5,028-96.9% | $7,344-97.9% |