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 4-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 | $10,135 | $111,754-90.9% | $103,333-90.2% | $145,922-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,378 | $4,212-43.5% | $3,868-38.5% | $4,660-49.0% |
| Participant deferral / active EE | $2,858 | $5,619-49.1% | $5,057-43.5% | $6,688-57.3% |
| Admin fee / account holder | $242 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |