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 7-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 | $16,292 | $70,475-76.9% | $100,516-83.8% | $79,858-79.6% |
| Participation rate | 74.6% | 73.7%+1.0pp | 79.4%-4.8pp | 69.6%+5.0pp |
| Annual return | 84.03% | 21.90%+62.1pp | 30.89%+53.1pp | 31.71%+52.3pp |
| Employer contribution / active EE | $2,030 | $2,165-6.2% | $3,418-40.6% | $2,471-17.8% |
| Participant deferral / active EE | $3,630 | $5,181-29.9% | $6,270-42.1% | $3,740-3.0% |
| Admin fee / account holder | $251 | $4,478-94.4% | $8,081-96.9% | $5,306-95.3% |