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 | $7,164 | $112,729-93.6% | $98,716-92.7% | $137,256-94.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.17% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,481 | $2,725-45.6% | $2,279-35.0% | $4,156-64.4% |
| Participant deferral / active EE | $2,556 | $4,640-44.9% | $4,048-36.8% | $6,407-60.1% |
| Admin fee / account holder | $102 | $10,129-99.0% | $8,703-98.8% | $12,270-99.2% |