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 5-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 | $9,020 | $105,126-91.4% | $94,646-90.5% | $139,434-93.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 44.77% | 38.03%+6.7pp | 156.71%-111.9pp | 372.94%-328.2pp |
| Employer contribution / active EE | $4,230 | $4,106+3.0% | $3,672+15.2% | $4,751-11.0% |
| Participant deferral / active EE | $4,348 | $7,599-42.8% | $7,418-41.4% | $6,710-35.2% |
| Admin fee / account holder | $10 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |