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 7-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 | $10,861 | $176,377-93.8% | $134,143-91.9% | $158,922-93.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 39.90% | 63.63%-23.7pp | 36.33%+3.6pp | 302.83%-262.9pp |
| Employer contribution / active EE | $1,122 | $5,040-77.7% | $3,704-69.7% | $4,761-76.4% |
| Participant deferral / active EE | $8,417 | $4,091+105.7% | $3,499+140.6% | $5,982+40.7% |
| Admin fee / account holder | $2 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |