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 | $9,276 | $46,553-80.1% | $64,056-85.5% | $75,163-87.7% |
| Participation rate | 97.9% | 65.9%+31.9pp | 72.3%+25.6pp | 67.2%+30.7pp |
| Annual return | 30.19% | 26.03%+4.2pp | 33.69%-3.5pp | 160.62%-130.4pp |
| Employer contribution / active EE | $479 | $1,974-75.7% | $2,747-82.6% | $2,670-82.1% |
| Participant deferral / active EE | $2,932 | $2,837+3.4% | $3,880-24.4% | $4,125-28.9% |
| Admin fee / account holder | $237 | $2,952-92.0% | $3,068-92.3% | $5,651-95.8% |