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 8-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 | $8,119 | $111,301-92.7% | $112,977-92.8% | $158,922-94.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 133.20% | 26.40%+106.8pp | 24.24%+109.0pp | 302.83%-169.6pp |
| Employer contribution / active EE | $1,932 | $4,471-56.8% | $4,255-54.6% | $4,761-59.4% |
| Participant deferral / active EE | $4,412 | $5,880-25.0% | $5,836-24.4% | $5,982-26.2% |
| Admin fee / account holder | $287 | $8,392-96.6% | $6,294-95.4% | $11,246-97.4% |