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 | $8,513 | $78,926-89.2% | $136,749-93.8% | $84,808-90.0% |
| Participation rate | 81.5% | 62.2%+19.3pp | 72.1%+9.3pp | 68.3%+13.2pp |
| Annual return | 17.90% | 18.17%-0.3pp | 24.33%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $602 | $2,134-71.8% | $3,400-82.3% | $2,631-77.1% |
| Participant deferral / active EE | $1,680 | $3,168-47.0% | $4,692-64.2% | $4,212-60.1% |
| Admin fee / account holder | $25 | $6,369-99.6% | $11,386-99.8% | $7,344-99.7% |