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 | $13,810 | $117,381-88.2% | $99,443-86.1% | $152,861-91.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 8.55% | 31.87%-23.3pp | 30.72%-22.2pp | 345.32%-336.8pp |
| Employer contribution / active EE | $9,217 | $3,013+205.9% | $2,540+262.9% | $4,762+93.5% |
| Participant deferral / active EE | $3,167 | $4,086-22.5% | $3,619-12.5% | $5,850-45.9% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |