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 | $15,559 | $115,770-86.6% | $101,248-84.6% | $158,922-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.73% | 56.14%-28.4pp | 46.47%-18.7pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,659 | $4,175-60.3% | $3,660-54.7% | $4,761-65.2% |
| Participant deferral / active EE | $2,595 | $4,957-47.6% | $4,370-40.6% | $5,982-56.6% |
| Admin fee / account holder | $67 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |