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 8-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 | $8,724 | $58,512-85.1% | $84,015-89.6% | $72,985-88.0% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.0%+1.0pp | 69.5%+0.5pp |
| Annual return | 28.37% | 28.93%-0.6pp | 71.31%-42.9pp | 81.00%-52.6pp |
| Employer contribution / active EE | $973 | $1,163-16.3% | $1,983-51.0% | $2,440-60.1% |
| Participant deferral / active EE | $1,170 | $2,394-51.1% | $3,239-63.9% | $3,607-67.6% |
| Admin fee / account holder | $149 | $4,569-96.7% | $6,101-97.6% | $5,124-97.1% |