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 | $9,731 | $77,419-87.4% | $69,455-86.0% | $152,861-93.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 185.60% | 39.06%+146.5pp | 28.97%+156.6pp | 345.32%-159.7pp |
| Employer contribution / active EE | $559 | $3,315-83.1% | $2,779-79.9% | $4,762-88.3% |
| Participant deferral / active EE | $7,094 | $4,414+60.7% | $3,535+100.7% | $5,850+21.3% |
| Admin fee / account holder | $40 | $6,207-99.4% | $3,839-99.0% | $11,596-99.7% |