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 | $8,851 | $140,940-93.7% | $112,229-92.1% | $139,434-93.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.13% | 32.71%-10.6pp | 30.20%-8.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,620 | $4,283-38.8% | $3,430-23.6% | $4,751-44.9% |
| Participant deferral / active EE | $4,658 | $5,874-20.7% | $4,798-2.9% | $6,710-30.6% |
| Admin fee / account holder | $60 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |