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 | $11,909 | $148,534-92.0% | $135,903-91.2% | $139,434-91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.22% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,142 | $5,243-78.2% | $4,856-76.5% | $4,751-76.0% |
| Participant deferral / active EE | $2,724 | $8,100-66.4% | $7,758-64.9% | $6,710-59.4% |
| Admin fee / account holder | $175 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |