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 | $6,908 | $102,966-93.3% | $90,281-92.3% | $152,861-95.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 20.37% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $762 | $3,139-75.7% | $2,854-73.3% | $4,762-84.0% |
| Participant deferral / active EE | $1,595 | $4,281-62.7% | $3,885-58.9% | $5,850-72.7% |
| Admin fee / account holder | $240 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |