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 3-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 | $9,959 | $172,111-94.2% | $150,298-93.4% | $137,256-92.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 117.16% | 69.37%+47.8pp | 62.79%+54.4pp | 220.34%-103.2pp |
| Employer contribution / active EE | $1,551 | $4,636-66.5% | $4,154-62.7% | $4,156-62.7% |
| Participant deferral / active EE | $2,277 | $6,166-63.1% | $5,453-58.2% | $6,407-64.5% |
| Admin fee / account holder | $153 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |