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 6-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 | $9,516 | $70,428-86.5% | $96,562-90.1% | $85,850-88.9% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 14.58% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $668 | $1,413-52.8% | $2,356-71.7% | $2,565-74.0% |
| Participant deferral / active EE | $2,522 | $2,894-12.9% | $3,849-34.5% | $3,952-36.2% |
| Admin fee / account holder | $76 | $4,997-98.5% | $6,181-98.8% | $6,260-98.8% |