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 | $9,701 | $117,983-91.8% | $101,794-90.5% | $142,382-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.75% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,608 | $2,773-42.0% | $2,289-29.8% | $4,299-62.6% |
| Participant deferral / active EE | $3,169 | $4,714-32.8% | $4,084-22.4% | $6,507-51.3% |
| Admin fee / account holder | $53 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |