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 | $11,246 | $83,477-86.5% | $125,175-91.0% | $72,985-84.6% |
| Participation rate | 73.5% | 73.3%+0.2pp | 79.8%-6.3pp | 69.5%+4.0pp |
| Annual return | 23.04% | 25.78%-2.7pp | 43.79%-20.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $923 | $2,345-60.6% | $3,865-76.1% | $2,440-62.2% |
| Participant deferral / active EE | $2,261 | $3,585-36.9% | $4,937-54.2% | $3,607-37.3% |
| Admin fee / account holder | $251 | $5,517-95.5% | $9,702-97.4% | $5,124-95.1% |