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 | $10,325 | $176,812-94.2% | $146,665-93.0% | $167,490-93.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.67% | 24.03%-5.4pp | 22.74%-4.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,359 | $5,160-54.3% | $4,136-43.0% | $4,837-51.2% |
| Participant deferral / active EE | $2,359 | $6,440-63.4% | $5,506-57.2% | $6,341-62.8% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |