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 3-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 | $8,570 | $133,922-93.6% | $116,228-92.6% | $142,382-94.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 31.64% | 147.76%-116.1pp | 90.06%-58.4pp | 217.08%-185.4pp |
| Employer contribution / active EE | $1,767 | $3,446-48.7% | $2,994-41.0% | $4,299-58.9% |
| Participant deferral / active EE | $2,779 | $5,672-51.0% | $4,953-43.9% | $6,507-57.3% |
| Admin fee / account holder | $91 | $14,945-99.4% | $11,989-99.2% | $12,624-99.3% |