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 | $6,000 | $111,754-94.6% | $103,333-94.2% | $145,922-95.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.01% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,759 | $4,212-58.2% | $3,868-54.5% | $4,660-62.2% |
| Participant deferral / active EE | $2,877 | $5,619-48.8% | $5,057-43.1% | $6,688-57.0% |
| Admin fee / account holder | $285 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |