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 | $12,051 | $117,841-89.8% | $102,423-88.2% | $145,922-91.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 31.65%-17.7pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,702 | $3,615-52.9% | $3,023-43.7% | $4,660-63.5% |
| Participant deferral / active EE | $2,787 | $5,731-51.4% | $5,053-44.9% | $6,688-58.3% |
| Admin fee / account holder | $218 | $13,326-98.4% | $9,451-97.7% | $13,397-98.4% |