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 4-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 | $8,763 | $79,944-89.0% | $98,439-91.1% | $75,163-88.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 31.83% | 19.75%+12.1pp | 21.16%+10.7pp | 160.62%-128.8pp |
| Employer contribution / active EE | $2,615 | $2,264+15.5% | $3,048-14.2% | $2,670-2.1% |
| Participant deferral / active EE | $3,439 | $3,752-8.3% | $4,738-27.4% | $4,125-16.6% |
| Admin fee / account holder | $214 | $6,840-96.9% | $8,948-97.6% | $5,651-96.2% |