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 | $16,580 | $58,512-71.7% | $84,015-80.3% | $72,985-77.3% |
| Participation rate | 70.4% | 61.2%+9.1pp | 69.0%+1.4pp | 69.5%+0.9pp |
| Annual return | 19.36% | 28.93%-9.6pp | 71.31%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,252 | $1,163+7.6% | $1,983-36.9% | $2,440-48.7% |
| Participant deferral / active EE | $2,123 | $2,394-11.3% | $3,239-34.4% | $3,607-41.1% |
| Admin fee / account holder | $88 | $4,569-98.1% | $6,101-98.6% | $5,124-98.3% |