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 9-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 | $11,976 | $72,492-83.5% | $87,100-86.3% | $72,985-83.6% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 26.82% | 24.46%+2.4pp | 28.19%-1.4pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,426 | $1,894-24.7% | $2,521-43.4% | $2,440-41.5% |
| Participant deferral / active EE | $1,470 | $3,270-55.0% | $4,049-63.7% | $3,607-59.2% |
| Admin fee / account holder | $193 | $5,055-96.2% | $7,497-97.4% | $5,124-96.2% |