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 | $8,285 | $159,602-94.8% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,039 | $4,961-79.1% | $4,693-77.9% | $4,299-75.8% |
| Participant deferral / active EE | $4,683 | $8,310-43.6% | $7,997-41.4% | $6,507-28.0% |
| Admin fee / account holder | $71 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |