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 | $7,382 | $180,749-95.9% | $160,784-95.4% | $137,256-94.6% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 26.45% | 2234.46%-2208.0pp | 1803.92%-1777.5pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,601 | $4,155-61.5% | $3,733-57.1% | $4,156-61.5% |
| Participant deferral / active EE | $2,244 | $6,844-67.2% | $6,293-64.3% | $6,407-65.0% |
| Admin fee / account holder | $13 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |