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 3-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 | $10,230 | $111,754-90.8% | $103,333-90.1% | $145,922-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.50% | 24.77%+6.7pp | 24.88%+6.6pp | 561.29%-529.8pp |
| Employer contribution / active EE | $3,223 | $4,212-23.5% | $3,868-16.7% | $4,660-30.8% |
| Participant deferral / active EE | $4,694 | $5,619-16.5% | $5,057-7.2% | $6,688-29.8% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |