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 8-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 | $6,850 | $115,770-94.1% | $101,248-93.2% | $158,922-95.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.21% | 56.14%-27.9pp | 46.47%-18.3pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,250 | $4,175-70.1% | $3,660-65.8% | $4,761-73.8% |
| Participant deferral / active EE | $3,081 | $4,957-37.8% | $4,370-29.5% | $5,982-48.5% |
| Admin fee / account holder | $56 | $7,245-99.2% | $5,945-99.1% | $11,246-99.5% |