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 | $7,871 | $111,754-93.0% | $103,333-92.4% | $145,922-94.6% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 32.73% | 24.77%+8.0pp | 24.88%+7.8pp | 561.29%-528.6pp |
| Employer contribution / active EE | $2,995 | $4,212-28.9% | $3,868-22.6% | $4,660-35.7% |
| Participant deferral / active EE | $3,824 | $5,619-31.9% | $5,057-24.4% | $6,688-42.8% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |