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 | $8,422 | $91,552-90.8% | $133,956-93.7% | $79,858-89.5% |
| Participation rate | 86.2% | 73.3%+12.8pp | 79.8%+6.3pp | 69.6%+16.5pp |
| Annual return | 21.48% | 61.85%-40.4pp | 45.09%-23.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,363 | $2,384-42.8% | $3,919-65.2% | $2,471-44.8% |
| Participant deferral / active EE | $2,155 | $3,733-42.3% | $5,048-57.3% | $3,740-42.4% |
| Admin fee / account holder | $281 | $6,321-95.6% | $8,927-96.9% | $5,306-94.7% |