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 | $6,830 | $99,985-93.2% | $146,665-95.3% | $85,850-92.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 41.17% | 18.93%+22.2pp | 22.74%+18.4pp | 318.53%-277.4pp |
| Employer contribution / active EE | $2,945 | $2,559+15.1% | $4,136-28.8% | $2,565+14.8% |
| Participant deferral / active EE | $2,563 | $4,006-36.0% | $5,506-53.5% | $3,952-35.1% |
| Admin fee / account holder | $298 | $7,702-96.1% | $10,280-97.1% | $6,260-95.2% |