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 | $12,363 | $124,281-90.1% | $109,143-88.7% | $167,490-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.66% | 26.04%-7.4pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,732 | $4,207-58.8% | $3,722-53.5% | $4,837-64.2% |
| Participant deferral / active EE | $2,715 | $5,255-48.3% | $4,653-41.7% | $6,341-57.2% |
| Admin fee / account holder | $95 | $7,970-98.8% | $6,752-98.6% | $12,309-99.2% |