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 | $10,628 | $65,041-83.7% | $90,951-88.3% | $79,858-86.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.42% | 30.45%-11.0pp | 134.60%-115.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,355 | $1,247+8.7% | $2,122-36.1% | $2,471-45.1% |
| Participant deferral / active EE | $2,144 | $2,512-14.6% | $3,373-36.4% | $3,740-42.7% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |