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 | $7,295 | $118,680-93.9% | $98,907-92.6% | $158,922-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 26.25% | 372.35%-346.1pp | 196.43%-170.2pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,209 | $3,333-63.7% | $2,689-55.0% | $4,761-74.6% |
| Participant deferral / active EE | $2,001 | $5,088-60.7% | $4,244-52.8% | $5,982-66.5% |
| Admin fee / account holder | $118 | $10,131-98.8% | $6,642-98.2% | $11,246-99.0% |