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 | $8,504 | $77,634-89.0% | $156,549-94.6% | $62,891-86.5% |
| Participation rate | 85.4% | 71.2%+14.2pp | 84.0%+1.4pp | 69.3%+16.1pp |
| Annual return | 8.83% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,697 | $3,444-21.7% | $5,501-51.0% | $2,281+18.3% |
| Participant deferral / active EE | $2,143 | $3,045-29.6% | $4,871-56.0% | $3,203-33.1% |
| Admin fee / account holder | $287 | $5,561-94.8% | $13,027-97.8% | $4,296-93.3% |