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 | $6,704 | $52,279-87.2% | $89,391-92.5% | $79,858-91.6% |
| Participation rate | 86.2% | 57.5%+28.7pp | 68.0%+18.2pp | 69.6%+16.6pp |
| Annual return | 27.05% | 22.16%+4.9pp | 245.62%-218.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $532 | $1,572-66.2% | $2,586-79.4% | $2,471-78.5% |
| Participant deferral / active EE | $1,328 | $2,740-51.5% | $3,890-65.9% | $3,740-64.5% |
| Admin fee / account holder | $101 | $3,356-97.0% | $4,881-97.9% | $5,306-98.1% |