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 3-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 | $9,727 | $148,534-93.5% | $135,903-92.8% | $139,434-93.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 89.49% | 79.19%+10.3pp | 68.23%+21.3pp | 372.94%-283.5pp |
| Employer contribution / active EE | $1,947 | $5,243-62.9% | $4,856-59.9% | $4,751-59.0% |
| Participant deferral / active EE | $6,032 | $8,100-25.5% | $7,758-22.2% | $6,710-10.1% |
| Admin fee / account holder | $8 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |