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 | $7,723 | $76,552-89.9% | $123,892-93.8% | $62,891-87.7% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 12.96% | 18.68%-5.7pp | 47.52%-34.6pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,294 | $2,883-55.1% | $4,617-72.0% | $2,281-43.3% |
| Participant deferral / active EE | $2,355 | $4,840-51.3% | $5,984-60.7% | $3,203-26.5% |
| Admin fee / account holder | $138 | $4,826-97.1% | $8,357-98.4% | $4,296-96.8% |