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 8-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 | $8,367 | $105,126-92.0% | $94,646-91.2% | $139,434-94.0% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 18.20% | 38.03%-19.8pp | 156.71%-138.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $660 | $4,106-83.9% | $3,672-82.0% | $4,751-86.1% |
| Participant deferral / active EE | $2,529 | $7,599-66.7% | $7,418-65.9% | $6,710-62.3% |
| Admin fee / account holder | $102 | $8,984-98.9% | $7,231-98.6% | $11,403-99.1% |