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 | $19,743 | $102,317-80.7% | $146,958-86.6% | $80,856-75.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 15.66% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,153 | $3,713-68.9% | $4,933-76.6% | $2,755-58.1% |
| Participant deferral / active EE | $3,450 | $6,644-48.1% | $8,070-57.3% | $4,296-19.7% |
| Admin fee / account holder | $135 | $7,941-98.3% | $12,998-99.0% | $6,918-98.0% |