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 | $8,333 | $148,534-94.4% | $135,903-93.9% | $139,434-94.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.49% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,790 | $5,243-27.7% | $4,856-21.9% | $4,751-20.2% |
| Participant deferral / active EE | $3,624 | $8,100-55.3% | $7,758-53.3% | $6,710-46.0% |
| Admin fee / account holder | $215 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |