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 7-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 | $6,266 | $103,376-93.9% | $87,100-92.8% | $152,861-95.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 40.05% | 28.10%+12.0pp | 28.19%+11.9pp | 345.32%-305.3pp |
| Employer contribution / active EE | $799 | $3,220-75.2% | $2,521-68.3% | $4,762-83.2% |
| Participant deferral / active EE | $5,236 | $4,778+9.6% | $4,049+29.3% | $5,850-10.5% |
| Admin fee / account holder | $226 | $12,205-98.1% | $7,497-97.0% | $11,596-98.0% |