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 | $7,268 | $165,335-95.6% | $149,696-95.1% | $158,922-95.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 168.49% | 348.15%-179.7pp | 276.60%-108.1pp | 302.83%-134.3pp |
| Employer contribution / active EE | $1,906 | $5,103-62.6% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $2,908 | $7,181-59.5% | $6,842-57.5% | $5,982-51.4% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |