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 | $8,684 | $157,256-94.5% | $141,162-93.8% | $152,861-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.54% | 64.32%-24.8pp | 71.39%-31.8pp | 345.32%-305.8pp |
| Employer contribution / active EE | $2,672 | $5,261-49.2% | $4,735-43.6% | $4,762-43.9% |
| Participant deferral / active EE | $3,300 | $7,109-53.6% | $6,709-50.8% | $5,850-43.6% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |