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 7-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 | $5,045 | $108,172-95.3% | $77,482-93.5% | $158,922-96.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 27.98% | 31.67%-3.7pp | 54.79%-26.8pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,892 | $1,325+42.8% | $986+91.8% | $4,761-60.3% |
| Participant deferral / active EE | $3,811 | $2,456+55.2% | $1,861+104.8% | $5,982-36.3% |
| Admin fee / account holder | $88 | $3,708-97.6% | $2,858-96.9% | $11,246-99.2% |