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 | $10,535 | $106,890-90.1% | $84,015-87.5% | $152,861-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.87% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,923 | $2,734-29.7% | $1,983-3.0% | $4,762-59.6% |
| Participant deferral / active EE | $3,617 | $4,011-9.8% | $3,239+11.7% | $5,850-38.2% |
| Admin fee / account holder | $243 | $8,285-97.1% | $6,101-96.0% | $11,596-97.9% |