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 | $8,481 | $115,770-92.7% | $101,248-91.6% | $158,922-94.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.17% | 56.14%-34.0pp | 46.47%-24.3pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,029 | $4,175-51.4% | $3,660-44.6% | $4,761-57.4% |
| Participant deferral / active EE | $2,495 | $4,957-49.7% | $4,370-42.9% | $5,982-58.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |