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 7-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 | $8,767 | $72,277-87.9% | $101,248-91.3% | $79,858-89.0% |
| Participation rate | 73.7% | 68.5%+5.2pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | 37.53% | 22.30%+15.2pp | 46.47%-8.9pp | 31.71%+5.8pp |
| Employer contribution / active EE | $1,042 | $2,692-61.3% | $3,660-71.5% | $2,471-57.8% |
| Participant deferral / active EE | $2,488 | $3,282-24.2% | $4,370-43.1% | $3,740-33.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |