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 | $8,389 | $107,934-92.2% | $91,989-90.9% | $152,861-94.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.70% | 89.24%-71.5pp | 69.02%-51.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,744 | $4,210-34.8% | $3,452-20.5% | $4,762-42.4% |
| Participant deferral / active EE | $3,233 | $6,364-49.2% | $5,923-45.4% | $5,850-44.7% |
| Admin fee / account holder | $162 | $10,520-98.5% | $7,743-97.9% | $11,596-98.6% |