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 | $8,440 | $40,256-79.0% | $57,343-85.3% | $59,632-85.8% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 68.7%+23.9pp |
| Annual return | 1.13% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,739 | $2,399+14.2% | $3,162-13.4% | $3,192-14.2% |
| Admin fee / account holder | $74 | $2,818-97.4% | $3,356-97.8% | $4,297-98.3% |