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 | $6,639 | $214,378-96.9% | $200,582-96.7% | $142,382-95.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 36.67% | 46.41%-9.7pp | 42.33%-5.7pp | 217.08%-180.4pp |
| Employer contribution / active EE | $2,868 | $6,841-58.1% | $6,419-55.3% | $4,299-33.3% |
| Participant deferral / active EE | $4,159 | $9,865-57.8% | $9,331-55.4% | $6,507-36.1% |
| Admin fee / account holder | $200 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |