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 | $12,706 | $105,859-88.0% | $90,160-85.9% | $147,584-91.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 123.44% | 37.63%+85.8pp | 34.88%+88.6pp | 578.55%-455.1pp |
| Employer contribution / active EE | $1,489 | $4,126-63.9% | $3,318-55.1% | $4,876-69.5% |
| Participant deferral / active EE | $2,726 | $5,733-52.5% | $5,288-48.5% | $5,439-49.9% |
| Admin fee / account holder | $166 | $8,046-97.9% | $5,943-97.2% | $10,885-98.5% |