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 | $5,644 | $144,119-96.1% | $117,854-95.2% | $147,584-96.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.60% | 531.15%-521.5pp | 335.08%-325.5pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,697 | $4,896-65.3% | $3,786-55.2% | $4,876-65.2% |
| Participant deferral / active EE | $3,589 | $5,316-32.5% | $4,482-19.9% | $5,439-34.0% |
| Admin fee / account holder | $36 | $10,886-99.7% | $8,020-99.5% | $10,885-99.7% |