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 5-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 | $9,957 | $106,515-90.7% | $96,683-89.7% | $139,434-92.9% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 22.00% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,534 | $4,103-62.6% | $3,737-58.9% | $4,751-67.7% |
| Participant deferral / active EE | $2,998 | $5,454-45.0% | $4,878-38.5% | $6,710-55.3% |
| Admin fee / account holder | $73 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |