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 7-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 | $16,372 | $93,571-82.5% | $135,903-88.0% | $75,163-78.2% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 15.51% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,519 | $3,537-57.0% | $4,856-68.7% | $2,670-43.1% |
| Participant deferral / active EE | $4,110 | $6,404-35.8% | $7,758-47.0% | $4,125-0.4% |
| Admin fee / account holder | $180 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |