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 6-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 | $14,827 | $124,281-88.1% | $109,143-86.4% | $167,490-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 53.02% | 26.04%+27.0pp | 25.75%+27.3pp | 478.56%-425.5pp |
| Employer contribution / active EE | $1,601 | $4,207-62.0% | $3,722-57.0% | $4,837-66.9% |
| Participant deferral / active EE | $13,000 | $5,255+147.4% | $4,653+179.4% | $6,341+105.0% |
| Admin fee / account holder | $137 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |