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 | $24,602 | $101,724-75.8% | $164,813-85.1% | $80,856-69.6% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 15.91% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,480 | $2,953-49.9% | $4,341-65.9% | $2,755-46.3% |
| Participant deferral / active EE | $3,918 | $4,477-12.5% | $6,031-35.0% | $4,296-8.8% |
| Admin fee / account holder | $275 | $8,227-96.7% | $12,690-97.8% | $6,918-96.0% |