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 9-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 | $9,847 | $91,037-89.2% | $71,671-86.3% | $147,584-93.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 23.20% | 20.48%+2.7pp | 20.65%+2.6pp | 578.55%-555.3pp |
| Employer contribution / active EE | $2,129 | $3,327-36.0% | $2,460-13.5% | $4,876-56.3% |
| Participant deferral / active EE | $4,295 | $4,498-4.5% | $3,438+24.9% | $5,439-21.0% |
| Admin fee / account holder | $52 | $8,613-99.4% | $5,558-99.1% | $10,885-99.5% |