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 | $6,798 | $112,729-94.0% | $98,716-93.1% | $137,256-95.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.79% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,001 | $2,725-63.3% | $2,279-56.1% | $4,156-75.9% |
| Participant deferral / active EE | $1,428 | $4,640-69.2% | $4,048-64.7% | $6,407-77.7% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |