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 7-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 | $9,441 | $226,064-95.8% | $182,532-94.8% | $152,861-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 35.36% | 192.51%-157.1pp | 148.54%-113.2pp | 345.32%-310.0pp |
| Employer contribution / active EE | $1,937 | $4,978-61.1% | $4,076-52.5% | $4,762-59.3% |
| Participant deferral / active EE | $5,986 | $6,368-6.0% | $5,524+8.4% | $5,850+2.3% |
| Admin fee / account holder | $40 | $10,703-99.6% | $8,592-99.5% | $11,596-99.7% |