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 6-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 | $9,692 | $60,124-83.9% | $90,404-89.3% | $79,858-87.9% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 40.12% | 71.94%-31.8pp | 1293.02%-1252.9pp | 31.71%+8.4pp |
| Employer contribution / active EE | $1,138 | $2,068-45.0% | $3,262-65.1% | $2,471-53.9% |
| Participant deferral / active EE | $2,792 | $2,938-5.0% | $3,963-29.6% | $3,740-25.4% |
| Admin fee / account holder | $125 | $3,976-96.8% | $5,611-97.8% | $5,306-97.6% |