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 | $6,629 | $114,381-94.2% | $107,525-93.8% | $142,382-95.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.57% | 242.71%-212.1pp | 181.32%-150.7pp | 217.08%-186.5pp |
| Employer contribution / active EE | $1,049 | $4,015-73.9% | $3,754-72.1% | $4,299-75.6% |
| Participant deferral / active EE | $1,961 | $5,564-64.8% | $5,116-61.7% | $6,507-69.9% |
| Admin fee / account holder | $11 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |