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 8-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 | $13,243 | $93,571-85.8% | $135,903-90.3% | $75,163-82.4% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 26.46% | 30.90%-4.4pp | 68.23%-41.8pp | 160.62%-134.2pp |
| Employer contribution / active EE | $896 | $3,537-74.7% | $4,856-81.5% | $2,670-66.4% |
| Participant deferral / active EE | $3,400 | $6,404-46.9% | $7,758-56.2% | $4,125-17.6% |
| Admin fee / account holder | $92 | $6,975-98.7% | $10,762-99.1% | $5,651-98.4% |