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 | $28,758 | $83,477-65.6% | $125,175-77.0% | $72,985-60.6% |
| Participation rate | 74.4% | 73.3%+1.0pp | 79.8%-5.4pp | 69.5%+4.9pp |
| Annual return | 19.06% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,051 | $2,345-55.2% | $3,865-72.8% | $2,440-56.9% |
| Participant deferral / active EE | $1,859 | $3,585-48.2% | $4,937-62.3% | $3,607-48.5% |
| Admin fee / account holder | $296 | $5,517-94.6% | $9,702-96.9% | $5,124-94.2% |