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 | $10,611 | $102,616-89.7% | $81,983-87.1% | $158,922-93.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 25.76% | 61.04%-35.3pp | 41.31%-15.5pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,243 | $3,240-61.6% | $2,498-50.2% | $4,761-73.9% |
| Participant deferral / active EE | $3,792 | $4,648-18.4% | $3,722+1.9% | $5,982-36.6% |
| Admin fee / account holder | $38 | $8,235-99.5% | $5,664-99.3% | $11,246-99.7% |