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 9-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 | $9,727 | $90,503-89.3% | $78,689-87.6% | $273,961-96.4% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 6.61% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $418 | $3,176-86.8% | $2,851-85.3% | $4,869-91.4% |
| Participant deferral / active EE | $3,131 | $3,901-19.8% | $3,517-11.0% | $5,287-40.8% |
| Admin fee / account holder | $157 | $5,263-97.0% | $4,510-96.5% | $10,132-98.4% |