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 | $7,971 | $96,484-91.7% | $75,886-89.5% | $152,861-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.00% | 33.98%-10.0pp | 30.76%-6.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $739 | $3,309-77.7% | $2,500-70.4% | $4,762-84.5% |
| Participant deferral / active EE | $1,629 | $4,553-64.2% | $3,603-54.8% | $5,850-72.1% |
| Admin fee / account holder | $17 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |