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 | $9,313 | $154,228-94.0% | $145,433-93.6% | $137,256-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 37.36% | 74.59%-37.2pp | 66.58%-29.2pp | 220.34%-183.0pp |
| Employer contribution / active EE | $1,726 | $4,804-64.1% | $4,554-62.1% | $4,156-58.5% |
| Participant deferral / active EE | $5,817 | $8,216-29.2% | $7,897-26.3% | $6,407-9.2% |
| Admin fee / account holder | $43 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |