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 | $8,602 | $54,762-84.3% | $90,281-90.5% | $72,985-88.2% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 27.53% | 30.63%-3.1pp | 78.10%-50.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,337 | $2,092-36.1% | $2,854-53.1% | $2,440-45.2% |
| Participant deferral / active EE | $1,992 | $2,887-31.0% | $3,885-48.7% | $3,607-44.8% |
| Admin fee / account holder | $123 | $3,972-96.9% | $5,351-97.7% | $5,124-97.6% |