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 3-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 | $8,339 | $89,753-90.7% | $107,525-92.2% | $84,808-90.2% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 20.34% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,976 | $3,113-36.5% | $3,754-47.3% | $2,631-24.9% |
| Participant deferral / active EE | $4,248 | $4,056+4.7% | $5,116-17.0% | $4,212+0.9% |
| Admin fee / account holder | $268 | $7,222-96.3% | $8,919-97.0% | $7,344-96.4% |