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 | $6,578 | $80,717-91.9% | $154,803-95.8% | $84,808-92.2% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.4pp | 68.3%+25.2pp |
| Annual return | 19.92% | 37.96%-18.0pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,062 | $2,761-61.5% | $4,305-75.3% | $2,631-59.6% |
| Participant deferral / active EE | $1,683 | $3,303-49.0% | $5,540-69.6% | $4,212-60.0% |
| Admin fee / account holder | $221 | $6,746-96.7% | $14,329-98.5% | $7,344-97.0% |