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 | $9,722 | $52,279-81.4% | $89,391-89.1% | $79,858-87.8% |
| Participation rate | 87.5% | 57.5%+30.0pp | 68.0%+19.5pp | 69.6%+17.9pp |
| Annual return | 13.13% | 22.16%-9.0pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,309 | $1,572-16.7% | $2,586-49.4% | $2,471-47.0% |
| Participant deferral / active EE | $1,885 | $2,740-31.2% | $3,890-51.5% | $3,740-49.6% |
| Admin fee / account holder | $112 | $3,356-96.6% | $4,881-97.7% | $5,306-97.9% |