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 | $7,101 | $118,450-94.0% | $98,439-92.8% | $139,434-94.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 31.25% | 18.94%+12.3pp | 21.16%+10.1pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,976 | $3,609-45.2% | $3,048-35.2% | $4,751-58.4% |
| Participant deferral / active EE | $2,237 | $5,392-58.5% | $4,738-52.8% | $6,710-66.7% |
| Admin fee / account holder | $32 | $14,026-99.8% | $8,948-99.6% | $11,403-99.7% |