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 | $8,030 | $77,899-89.7% | $149,673-94.6% | $75,163-89.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.62% | 31.72%-5.1pp | 134.42%-107.8pp | 160.62%-134.0pp |
| Employer contribution / active EE | $3,830 | $3,137+22.1% | $4,818-20.5% | $2,670+43.5% |
| Participant deferral / active EE | $2,992 | $3,411-12.3% | $5,680-47.3% | $4,125-27.5% |
| Admin fee / account holder | $240 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |