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 | $7,657 | $103,376-92.6% | $87,100-91.2% | $152,861-95.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 91.25% | 28.10%+63.2pp | 28.19%+63.1pp | 345.32%-254.1pp |
| Employer contribution / active EE | $1,840 | $3,220-42.9% | $2,521-27.0% | $4,762-61.4% |
| Participant deferral / active EE | $2,945 | $4,778-38.4% | $4,049-27.3% | $5,850-49.7% |
| Admin fee / account holder | $159 | $12,205-98.7% | $7,497-97.9% | $11,596-98.6% |