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 | $10,883 | $107,934-89.9% | $91,989-88.2% | $152,861-92.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 117.47% | 89.24%+28.2pp | 69.02%+48.4pp | 345.32%-227.9pp |
| Employer contribution / active EE | $5,986 | $4,210+42.2% | $3,452+73.4% | $4,762+25.7% |
| Participant deferral / active EE | $3,765 | $6,364-40.8% | $5,923-36.4% | $5,850-35.7% |
| Admin fee / account holder | $10 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |