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 | $9,698 | $77,419-87.5% | $69,455-86.0% | $152,861-93.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 30.87% | 39.06%-8.2pp | 28.97%+1.9pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,068 | $3,315-67.8% | $2,779-61.6% | $4,762-77.6% |
| Participant deferral / active EE | $2,590 | $4,414-41.3% | $3,535-26.7% | $5,850-55.7% |
| Admin fee / account holder | $102 | $6,207-98.4% | $3,839-97.3% | $11,596-99.1% |