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 | $11,791 | $154,117-92.3% | $129,995-90.9% | $139,434-91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.58% | 32.48%-4.9pp | -137.18%+164.8pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,955 | $5,289-44.1% | $4,320-31.6% | $4,751-37.8% |
| Participant deferral / active EE | $4,154 | $6,710-38.1% | $5,820-28.6% | $6,710-38.1% |
| Admin fee / account holder | $185 | $14,007-98.7% | $10,614-98.3% | $11,403-98.4% |