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 7-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 | $6,832 | $106,515-93.6% | $96,683-92.9% | $139,434-95.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 25.00% | 38.43%-13.4pp | 35.69%-10.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,382 | $4,103-66.3% | $3,737-63.0% | $4,751-70.9% |
| Participant deferral / active EE | $3,431 | $5,454-37.1% | $4,878-29.7% | $6,710-48.9% |
| Admin fee / account holder | $37 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |