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 5-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 | $7,817 | $148,534-94.7% | $135,903-94.2% | $139,434-94.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.36% | 79.19%-55.8pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,607 | $5,243-69.4% | $4,856-66.9% | $4,751-66.2% |
| Participant deferral / active EE | $3,830 | $8,100-52.7% | $7,758-50.6% | $6,710-42.9% |
| Admin fee / account holder | $213 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |