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 | $7,602 | $71,050-89.3% | $93,606-91.9% | $80,856-90.6% |
| Participation rate | 86.2% | 60.4%+25.8pp | 68.7%+17.5pp | 67.6%+18.6pp |
| Annual return | 14.73% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,435 | $1,564-8.2% | $2,420-40.7% | $2,755-47.9% |
| Participant deferral / active EE | $1,501 | $4,034-62.8% | $4,411-66.0% | $4,296-65.1% |
| Admin fee / account holder | $283 | $6,945-95.9% | $8,285-96.6% | $6,918-95.9% |