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 | $11,735 | $107,334-89.1% | $92,893-87.4% | $152,861-92.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.50% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,188 | $4,221-24.5% | $3,653-12.7% | $4,762-33.1% |
| Participant deferral / active EE | $1,366 | $4,845-71.8% | $4,236-67.7% | $5,850-76.6% |
| Admin fee / account holder | $122 | $7,079-98.3% | $5,794-97.9% | $11,596-98.9% |