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 | $12,551 | $70,428-82.2% | $96,562-87.0% | $85,850-85.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.86% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,562 | $1,413+10.5% | $2,356-33.7% | $2,565-39.1% |
| Participant deferral / active EE | $2,353 | $2,894-18.7% | $3,849-38.9% | $3,952-40.5% |
| Admin fee / account holder | $130 | $4,997-97.4% | $6,181-97.9% | $6,260-97.9% |