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 | $13,397 | $162,781-91.8% | $133,956-90.0% | $158,922-91.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.31% | 41.94%-16.6pp | 45.09%-19.8pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,416 | $4,975-71.5% | $3,919-63.9% | $4,761-70.3% |
| Participant deferral / active EE | $2,394 | $5,911-59.5% | $5,048-52.6% | $5,982-60.0% |
| Admin fee / account holder | $48 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |