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 6-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 | $8,724 | $112,729-92.3% | $98,716-91.2% | $137,256-93.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.17% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,541 | $2,725-43.4% | $2,279-32.4% | $4,156-62.9% |
| Participant deferral / active EE | $2,563 | $4,640-44.8% | $4,048-36.7% | $6,407-60.0% |
| Admin fee / account holder | $54 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |