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 5-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 | $7,584 | $117,841-93.6% | $102,423-92.6% | $145,922-94.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,625 | $3,615-55.0% | $3,023-46.3% | $4,660-65.1% |
| Participant deferral / active EE | $2,665 | $5,731-53.5% | $5,053-47.3% | $6,688-60.2% |
| Admin fee / account holder | $61 | $13,326-99.5% | $9,451-99.4% | $13,397-99.5% |