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 | $9,538 | $95,416-90.0% | $185,823-94.9% | $85,850-88.9% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 16.72% | 23.59%-6.9pp | 122.05%-105.3pp | 318.53%-301.8pp |
| Employer contribution / active EE | $882 | $3,314-73.4% | $5,167-82.9% | $2,565-65.6% |
| Participant deferral / active EE | $4,055 | $3,423+18.5% | $5,568-27.2% | $3,952+2.6% |
| Admin fee / account holder | $229 | $7,213-96.8% | $16,237-98.6% | $6,260-96.3% |