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 | $7,302 | $48,046-84.8% | $84,611-91.4% | $72,985-90.0% |
| Participation rate | 78.0% | 57.6%+20.4pp | 68.2%+9.8pp | 69.5%+8.5pp |
| Annual return | 27.82% | 37.38%-9.6pp | 258.74%-230.9pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,267 | $1,602-20.9% | $2,652-52.2% | $2,440-48.1% |
| Participant deferral / active EE | $2,594 | $2,680-3.2% | $3,899-33.5% | $3,607-28.1% |
| Admin fee / account holder | $251 | $3,395-92.6% | $4,912-94.9% | $5,124-95.1% |