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 | $5,703 | $100,773-94.3% | $88,946-93.6% | $142,382-96.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.15% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,038 | $2,918-64.4% | $2,555-59.4% | $4,299-75.9% |
| Participant deferral / active EE | $1,038 | $5,230-80.2% | $4,581-77.3% | $6,507-84.1% |
| Admin fee / account holder | $160 | $9,693-98.3% | $8,261-98.1% | $12,624-98.7% |