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 | $9,449 | $106,515-91.1% | $96,683-90.2% | $139,434-93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.00% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,308 | $4,103-68.1% | $3,737-65.0% | $4,751-72.5% |
| Participant deferral / active EE | $2,532 | $5,454-53.6% | $4,878-48.1% | $6,710-62.3% |
| Admin fee / account holder | $78 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |