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 | $9,936 | $183,592-94.6% | $155,567-93.6% | $145,959-93.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.91% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,041 | $5,315-80.4% | $4,674-77.7% | $4,661-77.7% |
| Participant deferral / active EE | $2,822 | $6,464-56.4% | $5,628-49.9% | $6,689-57.8% |
| Admin fee / account holder | $52 | $19,318-99.7% | $15,916-99.7% | $13,398-99.6% |