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 | $12,465 | $154,117-91.9% | $129,995-90.4% | $139,434-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 34.90% | 32.48%+2.4pp | -137.18%+172.1pp | 372.94%-338.0pp |
| Employer contribution / active EE | $2,640 | $5,289-50.1% | $4,320-38.9% | $4,751-44.4% |
| Participant deferral / active EE | $4,683 | $6,710-30.2% | $5,820-19.5% | $6,710-30.2% |
| Admin fee / account holder | $104 | $14,007-99.3% | $10,614-99.0% | $11,403-99.1% |