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 | $8,958 | $173,345-94.8% | $136,007-93.4% | $145,922-93.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.27% | 1163.32%-1143.1pp | 579.32%-559.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,207 | $5,278-58.2% | $4,217-47.7% | $4,660-52.6% |
| Participant deferral / active EE | $5,020 | $8,699-42.3% | $7,025-28.5% | $6,688-24.9% |
| Admin fee / account holder | $29 | $9,954-99.7% | $6,858-99.6% | $13,397-99.8% |