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 | $9,258 | $183,519-95.0% | $155,509-94.0% | $145,922-93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,279 | $5,313-75.9% | $4,672-72.6% | $4,660-72.6% |
| Participant deferral / active EE | $4,730 | $6,462-26.8% | $5,626-15.9% | $6,688-29.3% |
| Admin fee / account holder | $195 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |