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 7-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 | $8,242 | $165,335-95.0% | $149,696-94.5% | $158,922-94.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 46.07% | 348.15%-302.1pp | 276.60%-230.5pp | 302.83%-256.8pp |
| Employer contribution / active EE | $1,012 | $5,103-80.2% | $4,644-78.2% | $4,761-78.7% |
| Participant deferral / active EE | $3,891 | $7,181-45.8% | $6,842-43.1% | $5,982-35.0% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |