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 7-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 | $6,659 | $58,512-88.6% | $84,015-92.1% | $72,985-90.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 126.24% | 28.93%+97.3pp | 71.31%+54.9pp | 81.00%+45.2pp |
| Employer contribution / active EE | $2,113 | $1,163+81.7% | $1,983+6.5% | $2,440-13.4% |
| Participant deferral / active EE | $2,633 | $2,394+10.0% | $3,239-18.7% | $3,607-27.0% |
| Admin fee / account holder | $139 | $4,569-97.0% | $6,101-97.7% | $5,124-97.3% |