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 | $13,184 | $93,346-85.9% | $71,796-81.6% | $273,961-95.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 5.17% | 130.39%-125.2pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $667 | $2,733-75.6% | $1,924-65.3% | $4,869-86.3% |
| Participant deferral / active EE | $1,232 | $3,475-64.6% | $2,794-55.9% | $5,287-76.7% |
| Admin fee / account holder | $254 | $6,571-96.1% | $4,815-94.7% | $10,132-97.5% |