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 | $5,019 | $93,071-94.6% | $74,583-93.3% | $273,961-98.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.23% | 26.18%-16.9pp | 20.47%-11.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,869 | $4,160-7.0% | $3,458+11.9% | $5,287-26.8% |
| Admin fee / account holder | $172 | $5,272-96.7% | $4,138-95.8% | $10,132-98.3% |