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 8-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 | $9,741 | $107,934-91.0% | $91,989-89.4% | $152,861-93.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 46.91% | 89.24%-42.3pp | 69.02%-22.1pp | 345.32%-298.4pp |
| Employer contribution / active EE | $2,926 | $4,210-30.5% | $3,452-15.2% | $4,762-38.6% |
| Participant deferral / active EE | $6,256 | $6,364-1.7% | $5,923+5.6% | $5,850+6.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |