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 6-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 | $11,405 | $227,553-95.0% | $189,557-94.0% | $167,490-93.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 29.03% | 78.40%-49.4pp | 64.17%-35.1pp | 478.56%-449.5pp |
| Employer contribution / active EE | $3,684 | $5,316-30.7% | $4,412-16.5% | $4,837-23.8% |
| Participant deferral / active EE | $4,945 | $7,002-29.4% | $6,174-19.9% | $6,341-22.0% |
| Admin fee / account holder | $6 | $11,878-99.9% | $9,807-99.9% | $12,309-100.0% |