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 | $6,523 | $99,877-93.5% | $84,966-92.3% | $145,922-95.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.17% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,056 | $3,231-67.3% | $2,727-61.3% | $4,660-77.3% |
| Participant deferral / active EE | $1,234 | $5,291-76.7% | $4,519-72.7% | $6,688-81.6% |
| Admin fee / account holder | $70 | $7,248-99.0% | $6,149-98.9% | $13,397-99.5% |