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 | $11,052 | $105,126-89.5% | $94,646-88.3% | $139,434-92.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.38% | 38.03%-1.7pp | 156.71%-120.3pp | 372.94%-336.6pp |
| Employer contribution / active EE | $2,935 | $4,106-28.5% | $3,672-20.1% | $4,751-38.2% |
| Participant deferral / active EE | $3,103 | $7,599-59.2% | $7,418-58.2% | $6,710-53.8% |
| Admin fee / account holder | $121 | $8,984-98.7% | $7,231-98.3% | $11,403-98.9% |