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 3-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 | $9,379 | $108,919-91.4% | $100,391-90.7% | $145,922-93.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.05% | 57.88%-36.8pp | 49.20%-28.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,803 | $4,419-36.6% | $3,942-28.9% | $4,660-39.8% |
| Participant deferral / active EE | $4,090 | $8,445-51.6% | $8,082-49.4% | $6,688-38.8% |
| Admin fee / account holder | $272 | $9,689-97.2% | $7,899-96.6% | $13,397-98.0% |