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 | $9,204 | $108,919-91.5% | $100,391-90.8% | $145,922-93.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 57.88%-41.4pp | 49.20%-32.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,573 | $4,419-41.8% | $3,942-34.7% | $4,660-44.8% |
| Participant deferral / active EE | $5,159 | $8,445-38.9% | $8,082-36.2% | $6,688-22.9% |
| Admin fee / account holder | $238 | $9,689-97.5% | $7,899-97.0% | $13,397-98.2% |