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 | $3,934 | $37,426-89.5% | $77,482-94.9% | $79,858-95.1% |
| Participation rate | 93.1% | 41.5%+51.6pp | 54.2%+38.9pp | 69.6%+23.5pp |
| Annual return | 39.83% | 39.70%+0.1pp | 54.79%-15.0pp | 31.71%+8.1pp |
| Employer contribution / active EE | $908 | $637+42.7% | $986-7.9% | $2,471-63.2% |
| Participant deferral / active EE | $1,785 | $1,260+41.7% | $1,861-4.1% | $3,740-52.3% |
| Admin fee / account holder | $44 | $2,504-98.2% | $2,858-98.4% | $5,306-99.2% |