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 | $5,094 | $55,706-90.9% | $75,886-93.3% | $72,985-93.0% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.3%+23.0pp | 69.5%+22.8pp |
| Annual return | 27.47% | 27.59%-0.1pp | 30.76%-3.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,337 | $1,687-20.7% | $2,500-46.5% | $2,440-45.2% |
| Participant deferral / active EE | $2,272 | $2,634-13.8% | $3,603-37.0% | $3,607-37.0% |
| Admin fee / account holder | $198 | $3,978-95.0% | $5,418-96.3% | $5,124-96.1% |