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 | $9,000 | $117,983-92.4% | $101,794-91.2% | $142,382-93.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.41% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,615 | $2,773-41.7% | $2,289-29.4% | $4,299-62.4% |
| Participant deferral / active EE | $3,688 | $4,714-21.8% | $4,084-9.7% | $6,507-43.3% |
| Admin fee / account holder | $17 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |