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 | $127,065-94.4% | $113,168-93.7% | $142,382-95.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 29.41% | 24.03%+5.4pp | 24.27%+5.1pp | 217.08%-187.7pp |
| Employer contribution / active EE | $1,189 | $3,442-65.5% | $2,975-60.1% | $4,299-72.4% |
| Participant deferral / active EE | $1,901 | $5,716-66.8% | $5,107-62.8% | $6,507-70.8% |
| Admin fee / account holder | $39 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |