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 | $8,179 | $91,190-91.0% | $178,490-95.4% | $79,858-89.8% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 11.73% | 24.19%-12.5pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,467 | $3,256-54.9% | $5,011-70.7% | $2,471-40.6% |
| Participant deferral / active EE | $1,739 | $3,236-46.3% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |