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 | $6,995 | $49,227-85.8% | $70,449-90.1% | $79,858-91.2% |
| Participation rate | 92.1% | 69.2%+22.9pp | 75.1%+17.1pp | 69.6%+22.5pp |
| Annual return | 6.26% | 30.06%-23.8pp | 109.03%-102.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,805 | $2,099-14.0% | $2,737-34.1% | $2,471-27.0% |
| Participant deferral / active EE | $3,295 | $2,768+19.1% | $3,709-11.1% | $3,740-11.9% |
| Admin fee / account holder | $65 | $2,878-97.7% | $3,845-98.3% | $5,306-98.8% |