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 4-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 | $9,600 | $71,050-86.5% | $93,606-89.7% | $80,856-88.1% |
| Participation rate | 96.9% | 60.4%+36.5pp | 68.7%+28.2pp | 67.6%+29.2pp |
| Annual return | 13.35% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,929 | $1,564+23.4% | $2,420-20.3% | $2,755-30.0% |
| Participant deferral / active EE | $1,559 | $4,034-61.4% | $4,411-64.7% | $4,296-63.7% |
| Admin fee / account holder | $256 | $6,945-96.3% | $8,285-96.9% | $6,918-96.3% |