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 9-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 | $3,658 | $176,377-97.9% | $134,143-97.3% | $158,922-97.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.30% | 63.63%-45.3pp | 36.33%-18.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $712 | $5,040-85.9% | $3,704-80.8% | $4,761-85.0% |
| Participant deferral / active EE | $360 | $4,091-91.2% | $3,499-89.7% | $5,982-94.0% |
| Admin fee / account holder | $33 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |