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 | $10,951 | $77,813-85.9% | $123,544-91.1% | $64,186-82.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 35.81% | 12.48%+23.3pp | 119.20%-83.4pp | 7.63%+28.2pp |
| Employer contribution / active EE | $5,311 | $3,014+76.2% | $4,628+14.8% | $2,381+123.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $116 | $5,519-97.9% | $9,284-98.7% | $4,888-97.6% |