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 4-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 | $9,141 | $117,983-92.3% | $101,794-91.0% | $142,382-93.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.87% | 36.92%-16.0pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $502 | $2,773-81.9% | $2,289-78.1% | $4,299-88.3% |
| Participant deferral / active EE | $1,501 | $4,714-68.2% | $4,084-63.3% | $6,507-76.9% |
| Admin fee / account holder | $88 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |