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 | $7,415 | $48,046-84.6% | $84,611-91.2% | $72,985-89.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.12% | 37.38%-18.3pp | 258.74%-239.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,857 | $1,602+78.4% | $2,652+7.7% | $2,440+17.1% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $265 | $3,395-92.2% | $4,912-94.6% | $5,124-94.8% |