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 3-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 | $7,900 | $172,111-95.4% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.11% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,199 | $4,636-74.1% | $4,154-71.1% | $4,156-71.1% |
| Participant deferral / active EE | $1,904 | $6,166-69.1% | $5,453-65.1% | $6,407-70.3% |
| Admin fee / account holder | $283 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |