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 | $8,132 | $77,813-89.5% | $123,544-93.4% | $64,186-87.3% |
| Participation rate | 71.2% | 74.7%-3.5pp | 82.3%-11.1pp | 69.6%+1.6pp |
| Annual return | 21.64% | 12.48%+9.2pp | 119.20%-97.6pp | 7.63%+14.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,364 | $5,240-16.7% | $6,426-32.1% | $3,470+25.8% |
| Admin fee / account holder | $2 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |