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 | $4,951 | $106,584-95.4% | $101,326-95.1% | $142,382-96.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 31.07% | 36.93%-5.9pp | 36.82%-5.7pp | 217.08%-186.0pp |
| Employer contribution / active EE | $1,630 | $3,956-58.8% | $3,665-55.5% | $4,299-62.1% |
| Participant deferral / active EE | $2,434 | $8,297-70.7% | $7,994-69.5% | $6,507-62.6% |
| Admin fee / account holder | $110 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |