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 7-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 | $7,305 | $65,395-88.8% | $182,532-96.0% | $72,985-90.0% |
| Participation rate | 70.1% | 65.4%+4.7pp | 78.0%-7.8pp | 69.5%+0.7pp |
| Annual return | 31.83% | 27.68%+4.1pp | 148.54%-116.7pp | 81.00%-49.2pp |
| Employer contribution / active EE | $1,259 | $1,911-34.1% | $4,076-69.1% | $2,440-48.4% |
| Participant deferral / active EE | $1,652 | $3,563-53.6% | $5,524-70.1% | $3,607-54.2% |
| Admin fee / account holder | $299 | $4,245-93.0% | $8,592-96.5% | $5,124-94.2% |