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 | $8,132 | $183,592-95.6% | $155,567-94.8% | $145,959-94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,069 | $5,315-79.9% | $4,674-77.1% | $4,661-77.1% |
| Participant deferral / active EE | $2,174 | $6,464-66.4% | $5,628-61.4% | $6,689-67.5% |
| Admin fee / account holder | $45 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |