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 6-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 | $6,714 | $176,812-96.2% | $146,665-95.4% | $167,490-96.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 44.68% | 24.03%+20.6pp | 22.74%+21.9pp | 478.56%-433.9pp |
| Employer contribution / active EE | $4,102 | $5,160-20.5% | $4,136-0.8% | $4,837-15.2% |
| Participant deferral / active EE | $3,882 | $6,440-39.7% | $5,506-29.5% | $6,341-38.8% |
| Admin fee / account holder | $12 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |