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 5-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 | $8,678 | $138,044-93.7% | $125,339-93.1% | $134,475-93.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -2.73% | 750.33%-753.1pp | 572.05%-574.8pp | 417.96%-420.7pp |
| Employer contribution / active EE | $1,067 | $5,243-79.6% | $4,814-77.8% | $4,740-77.5% |
| Participant deferral / active EE | $3,394 | $7,799-56.5% | $7,446-54.4% | $6,400-47.0% |
| Admin fee / account holder | $57 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |