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 5-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 | $8,718 | $106,515-91.8% | $96,683-91.0% | $139,434-93.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 56.44% | 38.43%+18.0pp | 35.69%+20.7pp | 372.94%-316.5pp |
| Employer contribution / active EE | $5,427 | $4,103+32.3% | $3,737+45.2% | $4,751+14.2% |
| Participant deferral / active EE | $14,173 | $5,454+159.9% | $4,878+190.5% | $6,710+111.2% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |