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 | $9,321 | $210,698-95.6% | $178,014-94.8% | $145,959-93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.18% | 386.27%-369.1pp | 294.80%-277.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,191 | $4,567-52.0% | $3,950-44.5% | $4,661-53.0% |
| Participant deferral / active EE | $2,739 | $6,958-60.6% | $6,276-56.4% | $6,689-59.0% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |