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 | $8,241 | $91,190-91.0% | $178,490-95.4% | $79,858-89.7% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,775 | $3,256-45.5% | $5,011-64.6% | $2,471-28.2% |
| Participant deferral / active EE | $1,658 | $3,236-48.8% | $5,202-68.1% | $3,740-55.7% |
| Admin fee / account holder | $119 | $6,751-98.2% | $13,984-99.1% | $5,306-97.8% |