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 | $5,624 | $112,881-95.0% | $90,951-93.8% | $158,922-96.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.52% | 215.79%-194.3pp | 134.60%-113.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $647 | $2,893-77.7% | $2,122-69.5% | $4,761-86.4% |
| Participant deferral / active EE | $1,161 | $4,128-71.9% | $3,373-65.6% | $5,982-80.6% |
| Admin fee / account holder | $38 | $8,041-99.5% | $5,959-99.4% | $11,246-99.7% |