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 4-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 | $7,312 | $106,515-93.1% | $96,683-92.4% | $139,434-94.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 34.30% | 38.43%-4.1pp | 35.69%-1.4pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,917 | $4,103-53.3% | $3,737-48.7% | $4,751-59.6% |
| Participant deferral / active EE | $2,217 | $5,454-59.4% | $4,878-54.6% | $6,710-67.0% |
| Admin fee / account holder | $14 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |