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 3-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 | $8,606 | $114,381-92.5% | $107,525-92.0% | $142,382-94.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.74% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,703 | $4,015-57.6% | $3,754-54.6% | $4,299-60.4% |
| Participant deferral / active EE | $3,002 | $5,564-46.0% | $5,116-41.3% | $6,507-53.9% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |