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 | $6,017 | $55,706-89.2% | $75,886-92.1% | $72,985-91.8% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.3%+20.5pp | 69.5%+20.3pp |
| Annual return | 27.65% | 27.59%+0.1pp | 30.76%-3.1pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,856 | $1,687+10.1% | $2,500-25.8% | $2,440-23.9% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $71 | $3,978-98.2% | $5,418-98.7% | $5,124-98.6% |