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 | $9,538 | $104,664-90.9% | $85,682-88.9% | $167,490-94.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.39% | 21.45%-6.1pp | 21.49%-6.1pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,444 | $3,337-56.7% | $2,618-44.8% | $4,837-70.1% |
| Participant deferral / active EE | $2,350 | $4,824-51.3% | $3,923-40.1% | $6,341-62.9% |
| Admin fee / account holder | $278 | $10,032-97.2% | $6,873-96.0% | $12,309-97.7% |