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 | $12,292 | $165,335-92.6% | $149,696-91.8% | $158,922-92.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 68.04% | 348.15%-280.1pp | 276.60%-208.6pp | 302.83%-234.8pp |
| Employer contribution / active EE | $1,643 | $5,103-67.8% | $4,644-64.6% | $4,761-65.5% |
| Participant deferral / active EE | $5,746 | $7,181-20.0% | $6,842-16.0% | $5,982-3.9% |
| Admin fee / account holder | $42 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |