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 | $9,961 | $127,777-92.2% | $106,548-90.7% | $167,490-94.1% |
| Participation rate | 93.8% | 78.3%+15.5pp | 76.1%+17.6pp | 82.1%+11.6pp |
| Annual return | 17.29% | 33.87%-16.6pp | 26.80%-9.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,577 | $3,427-54.0% | $2,819-44.1% | $4,837-67.4% |
| Participant deferral / active EE | $2,292 | $5,087-55.0% | $4,398-47.9% | $6,341-63.9% |
| Admin fee / account holder | $16 | $11,228-99.9% | $7,407-99.8% | $12,309-99.9% |