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 | $2,455 | $63,764-96.2% | $81,930-97.0% | $79,858-96.9% |
| Participation rate | 83.3% | 67.5%+15.8pp | 72.0%+11.3pp | 69.6%+13.7pp |
| Annual return | 23.55% | 22.66%+0.9pp | 29.49%-5.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,138 | $2,780-59.1% | $7,107-84.0% | $3,740-69.6% |
| Admin fee / account holder | $102 | $4,426-97.7% | $5,158-98.0% | $5,306-98.1% |