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 | $7,651 | $152,587-95.0% | $125,175-93.9% | $152,861-95.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.80% | 54.84%-29.0pp | 43.79%-18.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,198 | $4,946-75.8% | $3,865-69.0% | $4,762-74.9% |
| Participant deferral / active EE | $1,992 | $5,868-66.1% | $4,937-59.7% | $5,850-66.0% |
| Admin fee / account holder | $26 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |