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 4-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 | $6,813 | $77,899-91.3% | $149,673-95.4% | $75,163-90.9% |
| Participation rate | 70.6% | 65.6%+5.0pp | 78.8%-8.2pp | 67.2%+3.4pp |
| Annual return | 33.81% | 31.72%+2.1pp | 134.42%-100.6pp | 160.62%-126.8pp |
| Employer contribution / active EE | $1,496 | $3,137-52.3% | $4,818-68.9% | $2,670-44.0% |
| Participant deferral / active EE | $2,468 | $3,411-27.6% | $5,680-56.5% | $4,125-40.2% |
| Admin fee / account holder | $182 | $5,956-96.9% | $13,210-98.6% | $5,651-96.8% |