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 | $10,601 | $65,041-83.7% | $90,951-88.3% | $79,858-86.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 24.46% | 30.45%-6.0pp | 134.60%-110.1pp | 31.71%-7.3pp |
| Employer contribution / active EE | $2,896 | $1,247+132.2% | $2,122+36.5% | $2,471+17.2% |
| Participant deferral / active EE | $1,226 | $2,512-51.2% | $3,373-63.7% | $3,740-67.2% |
| Admin fee / account holder | $288 | $4,536-93.6% | $5,959-95.2% | $5,306-94.6% |