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 6-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 | $8,200 | $78,672-89.6% | $109,143-92.5% | $85,850-90.4% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 13.51% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,273 | $2,735-16.9% | $3,722-38.9% | $2,565-11.4% |
| Participant deferral / active EE | $2,562 | $3,467-26.1% | $4,653-44.9% | $3,952-35.2% |
| Admin fee / account holder | $48 | $5,469-99.1% | $6,752-99.3% | $6,260-99.2% |