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 | $18,160 | $127,777-85.8% | $106,548-83.0% | $167,490-89.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.04% | 33.87%-16.8pp | 26.80%-9.8pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,259 | $3,427-63.3% | $2,819-55.3% | $4,837-74.0% |
| Participant deferral / active EE | $2,557 | $5,087-49.7% | $4,398-41.9% | $6,341-59.7% |
| Admin fee / account holder | $29 | $11,228-99.7% | $7,407-99.6% | $12,309-99.8% |