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 | $8,454 | $228,332-96.3% | $185,823-95.5% | $158,922-94.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 67.44% | 40.80%+26.6pp | 35.95%+31.5pp | 302.83%-235.4pp |
| Employer contribution / active EE | $2,097 | $4,967-57.8% | $4,087-48.7% | $4,761-56.0% |
| Participant deferral / active EE | $3,152 | $6,415-50.9% | $5,632-44.0% | $5,982-47.3% |
| Admin fee / account holder | $61 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |