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 | $10,973 | $59,839-81.7% | $81,983-86.6% | $79,858-86.3% |
| Participation rate | 93.8% | 61.6%+32.1pp | 69.2%+24.5pp | 69.6%+24.1pp |
| Annual return | 23.91% | 17.56%+6.4pp | 41.31%-17.4pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,155 | $1,713-32.6% | $2,498-53.7% | $2,471-53.2% |
| Participant deferral / active EE | $3,304 | $2,695+22.6% | $3,722-11.2% | $3,740-11.7% |
| Admin fee / account holder | $263 | $4,287-93.9% | $5,664-95.4% | $5,306-95.0% |