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 4-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 | $13,323 | $154,117-91.4% | $129,995-89.8% | $139,434-90.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 48.07% | 32.48%+15.6pp | -137.18%+185.2pp | 372.94%-324.9pp |
| Employer contribution / active EE | $1,868 | $5,289-64.7% | $4,320-56.8% | $4,751-60.7% |
| Participant deferral / active EE | $7,224 | $6,710+7.7% | $5,820+24.1% | $6,710+7.7% |
| Admin fee / account holder | $12 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |