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 3-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 | $7,066 | $111,754-93.7% | $103,333-93.2% | $145,922-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.10% | 24.77%+4.3pp | 24.88%+4.2pp | 561.29%-532.2pp |
| Employer contribution / active EE | $2,045 | $4,212-51.5% | $3,868-47.1% | $4,660-56.1% |
| Participant deferral / active EE | $3,152 | $5,619-43.9% | $5,057-37.7% | $6,688-52.9% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |