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 | $5,685 | $110,809-94.9% | $86,874-93.5% | $167,490-96.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.31% | 116.98%-100.7pp | 63.52%-47.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $528 | $3,244-83.7% | $2,495-78.9% | $4,837-89.1% |
| Participant deferral / active EE | $2,705 | $4,546-40.5% | $3,699-26.9% | $6,341-57.3% |
| Admin fee / account holder | $142 | $8,415-98.3% | $5,828-97.6% | $12,309-98.8% |