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 | $9,526 | $72,492-86.9% | $87,100-89.1% | $72,985-86.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 110.33% | 24.46%+85.9pp | 28.19%+82.1pp | 81.00%+29.3pp |
| Employer contribution / active EE | $3,252 | $1,894+71.7% | $2,521+29.0% | $2,440+33.3% |
| Participant deferral / active EE | $4,446 | $3,270+36.0% | $4,049+9.8% | $3,607+23.3% |
| Admin fee / account holder | $294 | $5,055-94.2% | $7,497-96.1% | $5,124-94.3% |