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 | $100,970-95.1% | $96,576-94.9% | $137,256-96.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 31.07% | 38.16%-7.1pp | 38.47%-7.4pp | 220.34%-189.3pp |
| Employer contribution / active EE | $1,630 | $3,809-57.2% | $3,553-54.1% | $4,156-60.8% |
| Participant deferral / active EE | $2,434 | $8,286-70.6% | $7,956-69.4% | $6,407-62.0% |
| Admin fee / account holder | $110 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |