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 | $15,626 | $113,339-86.2% | $94,993-83.6% | $147,584-89.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 38.56% | 20.77%+17.8pp | 27.12%+11.4pp | 578.55%-540.0pp |
| Employer contribution / active EE | $1,159 | $3,160-63.3% | $2,603-55.5% | $4,876-76.2% |
| Participant deferral / active EE | $1,507 | $3,777-60.1% | $3,317-54.6% | $5,439-72.3% |
| Admin fee / account holder | $7 | $6,063-99.9% | $4,960-99.9% | $10,885-99.9% |