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 3-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 | $8,325 | $197,825-95.8% | $155,790-94.7% | $125,391-93.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.20% | 86.74%-85.5pp | 71.54%-70.3pp | 282.22%-281.0pp |
| Employer contribution / active EE | $2,452 | $4,847-49.4% | $3,836-36.1% | $4,866-49.6% |
| Participant deferral / active EE | $1,800 | $5,630-68.0% | $4,797-62.5% | $5,352-66.4% |
| Admin fee / account holder | $80 | $9,545-99.2% | $7,478-98.9% | $9,540-99.2% |