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 | $9,654 | $165,335-94.2% | $149,696-93.6% | $158,922-93.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.32% | 348.15%-316.8pp | 276.60%-245.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $1,803 | $5,103-64.7% | $4,644-61.2% | $4,761-62.1% |
| Participant deferral / active EE | $4,119 | $7,181-42.6% | $6,842-39.8% | $5,982-31.1% |
| Admin fee / account holder | $28 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |