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 | $11,551 | $127,065-90.9% | $113,168-89.8% | $142,382-91.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.75% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,319 | $3,442-61.7% | $2,975-55.7% | $4,299-69.3% |
| Participant deferral / active EE | $2,494 | $5,716-56.4% | $5,107-51.2% | $6,507-61.7% |
| Admin fee / account holder | $41 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |