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 9-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 | $5,642 | $72,492-92.2% | $87,100-93.5% | $72,985-92.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 35.29% | 24.46%+10.8pp | 28.19%+7.1pp | 81.00%-45.7pp |
| Employer contribution / active EE | $1,347 | $1,894-28.9% | $2,521-46.6% | $2,440-44.8% |
| Participant deferral / active EE | $2,498 | $3,270-23.6% | $4,049-38.3% | $3,607-30.7% |
| Admin fee / account holder | $47 | $5,055-99.1% | $7,497-99.4% | $5,124-99.1% |