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 8-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 | $9,585 | $89,355-89.3% | $141,162-93.2% | $72,985-86.9% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 40.58% | 111.85%-71.3pp | 71.39%-30.8pp | 81.00%-40.4pp |
| Employer contribution / active EE | $2,399 | $3,114-23.0% | $4,735-49.3% | $2,440-1.7% |
| Participant deferral / active EE | $4,403 | $5,418-18.7% | $6,709-34.4% | $3,607+22.0% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |