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 | $11,633 | $109,881-89.4% | $150,045-92.2% | $84,808-86.3% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 23.89% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,585 | $3,561-55.5% | $4,693-66.2% | $2,631-39.8% |
| Participant deferral / active EE | $2,736 | $6,636-58.8% | $7,997-65.8% | $4,212-35.0% |
| Admin fee / account holder | $207 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |