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 | $9,243 | $175,202-94.7% | $149,673-93.8% | $139,434-93.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 166.71%-148.5pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,350 | $5,474-38.8% | $4,818-30.5% | $4,751-29.5% |
| Participant deferral / active EE | $4,024 | $6,519-38.3% | $5,680-29.2% | $6,710-40.0% |
| Admin fee / account holder | $258 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |