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 | $9,032 | $159,901-94.4% | $146,958-93.9% | $145,922-93.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.49% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,039 | $5,286-61.4% | $4,933-58.7% | $4,660-56.2% |
| Participant deferral / active EE | $2,693 | $8,428-68.0% | $8,070-66.6% | $6,688-59.7% |
| Admin fee / account holder | $113 | $15,044-99.2% | $12,998-99.1% | $13,397-99.2% |