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 6-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 | $9,195 | $109,327-91.6% | $89,391-89.7% | $158,922-94.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 39.97% | 345.68%-305.7pp | 245.62%-205.6pp | 302.83%-262.9pp |
| Employer contribution / active EE | $1,974 | $3,170-37.7% | $2,586-23.7% | $4,761-58.5% |
| Participant deferral / active EE | $6,131 | $4,598+33.3% | $3,890+57.6% | $5,982+2.5% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |