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 4-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 | $7,524 | $111,754-93.3% | $103,333-92.7% | $145,922-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.61% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,799 | $4,212-33.6% | $3,868-27.6% | $4,660-39.9% |
| Participant deferral / active EE | $4,420 | $5,619-21.3% | $5,057-12.6% | $6,688-33.9% |
| Admin fee / account holder | $130 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |