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 | $9,386 | $176,377-94.7% | $134,143-93.0% | $158,922-94.1% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 22.31% | 63.63%-41.3pp | 36.33%-14.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $443 | $5,040-91.2% | $3,704-88.0% | $4,761-90.7% |
| Participant deferral / active EE | $1,398 | $4,091-65.8% | $3,499-60.1% | $5,982-76.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |