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 | $8,946 | $116,175-92.3% | $93,606-90.4% | $152,861-94.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 22.52% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,923 | $3,218-40.3% | $2,718-29.3% | $4,762-59.6% |
| Participant deferral / active EE | $1,986 | $4,603-56.9% | $4,069-51.2% | $5,850-66.1% |
| Admin fee / account holder | $37 | $10,748-99.7% | $7,888-99.5% | $11,596-99.7% |