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 9-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 | $31,921 | $335,518-90.5% | $102,479-68.9% | $335,518-90.5% |
| Participation rate | 91.2% | 61.0%+30.1pp | 93.2%-2.0pp | 61.0%+30.1pp |
| Annual return | 11.57% | 11.71%-0.1pp | 14.30%-2.7pp | 11.71%-0.1pp |
| Employer contribution / active EE | $0 | $12,554-100.0% | $5,140-100.0% | $12,554-100.0% |
| Participant deferral / active EE | $5,639 | $1,778+217.2% | $8,295-32.0% | $1,778+217.2% |
| Admin fee / account holder | $87 | $6,926-98.7% | $843-89.6% | $6,926-98.7% |