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 | $10,233 | $106,515-90.4% | $96,683-89.4% | $139,434-92.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.83% | 38.43%-8.6pp | 35.69%-5.9pp | 372.94%-343.1pp |
| Employer contribution / active EE | $3,013 | $4,103-26.6% | $3,737-19.4% | $4,751-36.6% |
| Participant deferral / active EE | $4,452 | $5,454-18.4% | $4,878-8.7% | $6,710-33.7% |
| Admin fee / account holder | $111 | $7,877-98.6% | $6,730-98.3% | $11,403-99.0% |