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 7-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 | $5,472 | $167,484-96.7% | $151,611-96.4% | $134,475-95.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.81% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,910 | $6,829-57.4% | $6,166-52.8% | $4,740-38.6% |
| Participant deferral / active EE | $3,918 | $8,986-56.4% | $8,363-53.1% | $6,400-38.8% |
| Admin fee / account holder | $93 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |