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 | $9,063 | $154,228-94.1% | $145,433-93.8% | $137,256-93.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.93% | 74.59%-51.7pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $942 | $4,804-80.4% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $5,443 | $8,216-33.8% | $7,897-31.1% | $6,407-15.0% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |