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 | $7,934 | $65,365-87.9% | $92,893-91.5% | $72,985-89.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.23% | 42.10%-14.9pp | 109.41%-82.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,483 | $2,594-42.8% | $3,653-59.4% | $2,440-39.2% |
| Participant deferral / active EE | $3,460 | $3,128+10.6% | $4,236-18.3% | $3,607-4.1% |
| Admin fee / account holder | $258 | $4,251-93.9% | $5,794-95.5% | $5,124-95.0% |