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 4-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 | $8,315 | $111,754-92.6% | $103,333-92.0% | $145,922-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,313 | $4,212-68.8% | $3,868-66.1% | $4,660-71.8% |
| Participant deferral / active EE | $5,874 | $5,619+4.5% | $5,057+16.1% | $6,688-12.2% |
| Admin fee / account holder | $40 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |