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 | $9,647 | $817,678-98.8% | $392,568-97.5% | $152,861-93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 54.17% | 22.84%+31.3pp | 24.42%+29.7pp | 345.32%-291.1pp |
| Employer contribution / active EE | $3,657 | $5,502-33.5% | $3,783-3.3% | $4,762-23.2% |
| Participant deferral / active EE | $5,902 | $8,398-29.7% | $5,985-1.4% | $5,850+0.9% |
| Admin fee / account holder | $240 | $12,095-98.0% | $6,260-96.2% | $11,596-97.9% |