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 | $13,548 | $57,354-76.4% | $83,848-83.8% | $64,186-78.9% |
| Participation rate | 70.0% | 68.6%+1.4pp | 76.1%-6.1pp | 69.6%+0.4pp |
| Annual return | 89.25% | 11.38%+77.9pp | 850.88%-761.6pp | 7.63%+81.6pp |
| Employer contribution / active EE | $1,365 | $2,545-46.4% | $3,631-62.4% | $2,381-42.7% |
| Participant deferral / active EE | $2,263 | $2,993-24.4% | $4,082-44.6% | $3,470-34.8% |
| Admin fee / account holder | $299 | $4,046-92.6% | $5,478-94.5% | $4,888-93.9% |