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 | $11,083 | $118,680-90.7% | $98,907-88.8% | $158,922-93.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 55.46% | 372.35%-316.9pp | 196.43%-141.0pp | 302.83%-247.4pp |
| Employer contribution / active EE | $1,939 | $3,333-41.8% | $2,689-27.9% | $4,761-59.3% |
| Participant deferral / active EE | $6,587 | $5,088+29.5% | $4,244+55.2% | $5,982+10.1% |
| Admin fee / account holder | $202 | $10,131-98.0% | $6,642-97.0% | $11,246-98.2% |