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 6-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 | $9,378 | $176,056-94.7% | $159,436-94.1% | $167,490-94.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 929.43% | 331.75%+597.7pp | 263.57%+665.9pp | 478.56%+450.9pp |
| Employer contribution / active EE | $1,285 | $5,297-75.7% | $4,829-73.4% | $4,837-73.4% |
| Participant deferral / active EE | $6,055 | $7,750-21.9% | $7,352-17.6% | $6,341-4.5% |
| Admin fee / account holder | $74 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |