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 4-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 | $8,472 | $106,515-92.0% | $96,683-91.2% | $139,434-93.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.49% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,738 | $4,103-57.7% | $3,737-53.5% | $4,751-63.4% |
| Participant deferral / active EE | $2,685 | $5,454-50.8% | $4,878-45.0% | $6,710-60.0% |
| Admin fee / account holder | $60 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |