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 | $11,300 | $73,933-84.7% | $96,683-88.3% | $75,163-85.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 16.62% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $821 | $2,928-71.9% | $3,737-78.0% | $2,670-69.2% |
| Participant deferral / active EE | $2,213 | $3,659-39.5% | $4,878-54.6% | $4,125-46.3% |
| Admin fee / account holder | $273 | $5,216-94.8% | $6,730-95.9% | $5,651-95.2% |