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 | $12,134 | $140,940-91.4% | $112,229-89.2% | $139,434-91.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.86% | 32.71%-15.8pp | 30.20%-13.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,045 | $4,283-75.6% | $3,430-69.5% | $4,751-78.0% |
| Participant deferral / active EE | $1,774 | $5,874-69.8% | $4,798-63.0% | $6,710-73.6% |
| Admin fee / account holder | $97 | $9,954-99.0% | $7,748-98.8% | $11,403-99.2% |