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 6-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 | $8,982 | $162,781-94.5% | $133,956-93.3% | $158,922-94.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.80% | 41.94%-12.1pp | 45.09%-15.3pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,458 | $4,975-70.7% | $3,919-62.8% | $4,761-69.4% |
| Participant deferral / active EE | $5,571 | $5,911-5.7% | $5,048+10.4% | $5,982-6.9% |
| Admin fee / account holder | $24 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |