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 | $7,078 | $124,425-94.3% | $112,040-93.7% | $137,256-94.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 29.41% | 24.72%+4.7pp | 24.52%+4.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $1,189 | $3,411-65.2% | $2,954-59.8% | $4,156-71.4% |
| Participant deferral / active EE | $1,901 | $5,718-66.8% | $5,098-62.7% | $6,407-70.3% |
| Admin fee / account holder | $39 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |