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 | $10,948 | $65,365-83.3% | $92,893-88.2% | $72,985-85.0% |
| Participation rate | 86.2% | 68.3%+17.8pp | 76.0%+10.1pp | 69.5%+16.7pp |
| Annual return | 42.26% | 42.10%+0.2pp | 109.41%-67.2pp | 81.00%-38.7pp |
| Employer contribution / active EE | $3,134 | $2,594+20.8% | $3,653-14.2% | $2,440+28.4% |
| Participant deferral / active EE | $5,126 | $3,128+63.8% | $4,236+21.0% | $3,607+42.1% |
| Admin fee / account holder | $234 | $4,251-94.5% | $5,794-96.0% | $5,124-95.4% |