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 | $9,593 | $71,050-86.5% | $93,606-89.8% | $80,856-88.1% |
| Participation rate | 82.7% | 60.4%+22.3pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 14.95% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,266 | $1,564-19.0% | $2,420-47.7% | $2,755-54.1% |
| Participant deferral / active EE | $3,212 | $4,034-20.4% | $4,411-27.2% | $4,296-25.2% |
| Admin fee / account holder | $251 | $6,945-96.4% | $8,285-97.0% | $6,918-96.4% |