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 8-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 | $6,397 | $157,256-95.9% | $141,162-95.5% | $152,861-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.70% | 64.32%-26.6pp | 71.39%-33.7pp | 345.32%-307.6pp |
| Employer contribution / active EE | $1,132 | $5,261-78.5% | $4,735-76.1% | $4,762-76.2% |
| Participant deferral / active EE | $4,559 | $7,109-35.9% | $6,709-32.0% | $5,850-22.1% |
| Admin fee / account holder | $223 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |