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 | $8,509 | $201,272-95.8% | $184,203-95.4% | $145,922-94.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,506 | $7,022-78.5% | $6,427-76.6% | $4,660-67.7% |
| Participant deferral / active EE | $3,738 | $9,806-61.9% | $9,131-59.1% | $6,688-44.1% |
| Admin fee / account holder | $57 | $16,364-99.6% | $13,901-99.6% | $13,397-99.6% |