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 | $7,481 | $55,706-86.6% | $75,886-90.1% | $72,985-89.7% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.3%+18.7pp | 69.5%+18.5pp |
| Annual return | 20.95% | 27.59%-6.6pp | 30.76%-9.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $874 | $1,687-48.2% | $2,500-65.1% | $2,440-64.2% |
| Participant deferral / active EE | $2,354 | $2,634-10.6% | $3,603-34.7% | $3,607-34.7% |
| Admin fee / account holder | $245 | $3,978-93.8% | $5,418-95.5% | $5,124-95.2% |