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 7-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 | $8,883 | $86,286-89.7% | $111,297-92.0% | $85,850-89.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.12% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $5,288 | $2,043+158.8% | $2,731+93.6% | $2,565+106.1% |
| Participant deferral / active EE | $3,241 | $3,641-11.0% | $4,487-27.8% | $3,952-18.0% |
| Admin fee / account holder | $290 | $8,188-96.5% | $7,964-96.4% | $6,260-95.4% |