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 | $7,543 | $101,069-92.5% | $81,478-90.7% | $147,584-94.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 45.53% | 32.40%+13.1pp | 38.78%+6.8pp | 578.55%-533.0pp |
| Employer contribution / active EE | $3,495 | $3,205+9.0% | $2,568+36.1% | $4,876-28.3% |
| Participant deferral / active EE | $2,630 | $4,242-38.0% | $3,537-25.6% | $5,439-51.6% |
| Admin fee / account holder | $40 | $5,812-99.3% | $4,561-99.1% | $10,885-99.6% |