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 | $9,462 | $228,332-95.9% | $185,823-94.9% | $158,922-94.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 33.75% | 40.80%-7.1pp | 35.95%-2.2pp | 302.83%-269.1pp |
| Employer contribution / active EE | $1,200 | $4,967-75.8% | $4,087-70.6% | $4,761-74.8% |
| Participant deferral / active EE | $4,668 | $6,415-27.2% | $5,632-17.1% | $5,982-22.0% |
| Admin fee / account holder | $177 | $11,864-98.5% | $9,500-98.1% | $11,246-98.4% |