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 | $2,752 | $109,327-97.5% | $89,391-96.9% | $158,922-98.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 20.79% | 345.68%-324.9pp | 245.62%-224.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,060 | $3,170-66.6% | $2,586-59.0% | $4,761-77.7% |
| Participant deferral / active EE | $3,007 | $4,598-34.6% | $3,890-22.7% | $5,982-49.7% |
| Admin fee / account holder | $180 | $6,153-97.1% | $4,881-96.3% | $11,246-98.4% |