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 | $7,028 | $46,553-84.9% | $64,056-89.0% | $75,163-90.6% |
| Participation rate | 92.3% | 65.9%+26.4pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 37.67% | 26.03%+11.6pp | 33.69%+4.0pp | 160.62%-123.0pp |
| Employer contribution / active EE | $755 | $1,974-61.8% | $2,747-72.5% | $2,670-71.7% |
| Participant deferral / active EE | $2,947 | $2,837+3.9% | $3,880-24.1% | $4,125-28.6% |
| Admin fee / account holder | $7 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |