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 9-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 | $14,074 | $72,277-80.5% | $101,248-86.1% | $79,858-82.4% |
| Participation rate | 70.4% | 68.5%+1.9pp | 75.8%-5.4pp | 69.6%+0.7pp |
| Annual return | 18.11% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $831 | $2,692-69.1% | $3,660-77.3% | $2,471-66.4% |
| Participant deferral / active EE | $1,545 | $3,282-52.9% | $4,370-64.7% | $3,740-58.7% |
| Admin fee / account holder | $78 | $4,400-98.2% | $5,945-98.7% | $5,306-98.5% |