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 | $8,679 | $129,942-93.3% | $104,294-91.7% | $134,475-93.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.45% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,502 | $4,184+55.4% | $3,372+92.8% | $4,740+37.2% |
| Participant deferral / active EE | $9,487 | $5,588+69.8% | $4,625+105.1% | $6,400+48.2% |
| Admin fee / account holder | $110 | $9,323-98.8% | $7,339-98.5% | $11,426-99.0% |