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 6-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 | $27,520 | $95,803-71.3% | $113,168-75.7% | $84,808-67.5% |
| Participation rate | 72.5% | 72.9%-0.3pp | 76.6%-4.0pp | 68.3%+4.2pp |
| Annual return | 17.06% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,827 | $2,360-22.6% | $2,975-38.6% | $2,631-30.6% |
| Participant deferral / active EE | $3,096 | $4,242-27.0% | $5,107-39.4% | $4,212-26.5% |
| Admin fee / account holder | $87 | $8,989-99.0% | $12,068-99.3% | $7,344-98.8% |