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 | $8,672 | $172,111-95.0% | $150,298-94.2% | $137,256-93.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.52% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,248 | $4,636-73.1% | $4,154-70.0% | $4,156-70.0% |
| Participant deferral / active EE | $3,332 | $6,166-46.0% | $5,453-38.9% | $6,407-48.0% |
| Admin fee / account holder | $95 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |