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 | $12,845 | $176,377-92.7% | $134,143-90.4% | $158,922-91.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.13% | 63.63%-45.5pp | 36.33%-18.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $381 | $5,040-92.4% | $3,704-89.7% | $4,761-92.0% |
| Participant deferral / active EE | $309 | $4,091-92.5% | $3,499-91.2% | $5,982-94.8% |
| Admin fee / account holder | $34 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |