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 | $11,572 | $176,812-93.5% | $146,665-92.1% | $167,490-93.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.33% | 24.03%-13.7pp | 22.74%-12.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,342 | $5,160-74.0% | $4,136-67.6% | $4,837-72.3% |
| Participant deferral / active EE | $2,614 | $6,440-59.4% | $5,506-52.5% | $6,341-58.8% |
| Admin fee / account holder | $300 | $13,259-97.7% | $10,280-97.1% | $12,309-97.6% |