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 | $10,329 | $185,822-94.4% | $169,993-93.9% | $139,434-92.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 49.95% | 60.50%-10.6pp | 53.37%-3.4pp | 372.94%-323.0pp |
| Employer contribution / active EE | $1,543 | $7,590-79.7% | $6,785-77.3% | $4,751-67.5% |
| Participant deferral / active EE | $5,376 | $11,622-53.7% | $10,408-48.3% | $6,710-19.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |