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 4-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 | $7,856 | $148,534-94.7% | $135,903-94.2% | $139,434-94.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 98.87% | 79.19%+19.7pp | 68.23%+30.6pp | 372.94%-274.1pp |
| Employer contribution / active EE | $1,569 | $5,243-70.1% | $4,856-67.7% | $4,751-67.0% |
| Participant deferral / active EE | $3,428 | $8,100-57.7% | $7,758-55.8% | $6,710-48.9% |
| Admin fee / account holder | $41 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |