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 9-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 | $6,915 | $54,762-87.4% | $90,281-92.3% | $72,985-90.5% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 93.74% | 30.63%+63.1pp | 78.10%+15.6pp | 81.00%+12.7pp |
| Employer contribution / active EE | $2,134 | $2,092+2.0% | $2,854-25.3% | $2,440-12.6% |
| Participant deferral / active EE | $3,398 | $2,887+17.7% | $3,885-12.5% | $3,607-5.8% |
| Admin fee / account holder | $9 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |