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 | $7,594 | $100,852-92.5% | $90,404-91.6% | $158,922-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 56.06% | 1724.20%-1668.1pp | 1293.02%-1237.0pp | 302.83%-246.8pp |
| Employer contribution / active EE | $3,910 | $3,689+6.0% | $3,262+19.9% | $4,761-17.9% |
| Participant deferral / active EE | $3,910 | $4,348-10.1% | $3,963-1.3% | $5,982-34.6% |
| Admin fee / account holder | $206 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |