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 8-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 | $3,471 | $121,625-97.1% | $104,607-96.7% | $158,922-97.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 29.18% | 465.26%-436.1pp | 340.46%-311.3pp | 302.83%-273.6pp |
| Employer contribution / active EE | $378 | $3,163-88.0% | $2,681-85.9% | $4,761-92.1% |
| Participant deferral / active EE | $2,338 | $4,177-44.0% | $3,740-37.5% | $5,982-60.9% |
| Admin fee / account holder | $21 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |