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 | $10,895 | $106,515-89.8% | $96,683-88.7% | $139,434-92.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.69% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,297 | $4,103-68.4% | $3,737-65.3% | $4,751-72.7% |
| Participant deferral / active EE | $2,220 | $5,454-59.3% | $4,878-54.5% | $6,710-66.9% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |