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 7-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 | $7,815 | $65,041-88.0% | $90,951-91.4% | $79,858-90.2% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 44.92% | 30.45%+14.5pp | 134.60%-89.7pp | 31.71%+13.2pp |
| Employer contribution / active EE | $1,574 | $1,247+26.2% | $2,122-25.8% | $2,471-36.3% |
| Participant deferral / active EE | $2,916 | $2,512+16.1% | $3,373-13.6% | $3,740-22.0% |
| Admin fee / account holder | $79 | $4,536-98.3% | $5,959-98.7% | $5,306-98.5% |