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 | $7,838 | $103,376-92.4% | $87,100-91.0% | $152,861-94.9% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 24.24% | 28.10%-3.9pp | 28.19%-3.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,198 | $4,778-33.1% | $4,049-21.0% | $5,850-45.3% |
| Admin fee / account holder | $73 | $12,205-99.4% | $7,497-99.0% | $11,596-99.4% |