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 | $6,421 | $99,877-93.6% | $84,966-92.4% | $145,922-95.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 83.76%-72.4pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,552 | $3,231-52.0% | $2,727-43.1% | $4,660-66.7% |
| Participant deferral / active EE | $2,157 | $5,291-59.2% | $4,519-52.3% | $6,688-67.8% |
| Admin fee / account holder | $227 | $7,248-96.9% | $6,149-96.3% | $13,397-98.3% |