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 6-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 | $12,591 | $112,881-88.8% | $90,951-86.2% | $158,922-92.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 70.69% | 215.79%-145.1pp | 134.60%-63.9pp | 302.83%-232.1pp |
| Employer contribution / active EE | $805 | $2,893-72.2% | $2,122-62.1% | $4,761-83.1% |
| Participant deferral / active EE | $6,656 | $4,128+61.3% | $3,373+97.3% | $5,982+11.3% |
| Admin fee / account holder | $77 | $8,041-99.0% | $5,959-98.7% | $11,246-99.3% |