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 8-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 | $12,164 | $58,523-79.2% | $99,443-87.8% | $72,985-83.3% |
| Participation rate | 71.0% | 64.6%+6.3pp | 73.8%-2.9pp | 69.5%+1.5pp |
| Annual return | 22.20% | 28.51%-6.3pp | 30.72%-8.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,934 | $1,512+27.9% | $2,540-23.8% | $2,440-20.7% |
| Participant deferral / active EE | $2,574 | $2,606-1.2% | $3,619-28.9% | $3,607-28.7% |
| Admin fee / account holder | $69 | $4,102-98.3% | $6,250-98.9% | $5,124-98.7% |