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 | $8,042 | $115,770-93.1% | $101,248-92.1% | $158,922-94.9% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 38.61% | 56.14%-17.5pp | 46.47%-7.9pp | 302.83%-264.2pp |
| Employer contribution / active EE | $1,339 | $4,175-67.9% | $3,660-63.4% | $4,761-71.9% |
| Participant deferral / active EE | $3,904 | $4,957-21.2% | $4,370-10.7% | $5,982-34.7% |
| Admin fee / account holder | $159 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |