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 | $11,435 | $76,367-85.0% | $93,606-87.8% | $72,985-84.3% |
| Participation rate | 96.4% | 71.7%+24.7pp | 75.8%+20.6pp | 69.5%+26.9pp |
| Annual return | 27.32% | 25.82%+1.5pp | 32.76%-5.4pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,634 | $2,275-28.2% | $2,718-39.9% | $2,440-33.0% |
| Participant deferral / active EE | $2,509 | $3,538-29.1% | $4,069-38.3% | $3,607-30.5% |
| Admin fee / account holder | $268 | $6,838-96.1% | $7,888-96.6% | $5,124-94.8% |