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 | $7,519 | $127,264-94.1% | $109,895-93.2% | $167,490-95.5% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.2%+7.0pp | 82.1%-0.9pp |
| Annual return | 24.16% | 22.97%+1.2pp | 29.45%-5.3pp | 478.56%-454.4pp |
| Employer contribution / active EE | $1,660 | $3,322-50.0% | $2,842-41.6% | $4,837-65.7% |
| Participant deferral / active EE | $2,903 | $4,514-35.7% | $4,048-28.3% | $6,341-54.2% |
| Admin fee / account holder | $15 | $7,114-99.8% | $6,066-99.7% | $12,309-99.9% |