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 | $13,109 | $112,881-88.4% | $90,951-85.6% | $158,922-91.8% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 6.37% | 215.79%-209.4pp | 134.60%-128.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $3,054 | $2,893+5.5% | $2,122+43.9% | $4,761-35.9% |
| Participant deferral / active EE | $2,340 | $4,128-43.3% | $3,373-30.6% | $5,982-60.9% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |