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 | $12,839 | $100,901-87.3% | $75,670-83.0% | $147,584-91.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,636 | $3,253+134.7% | $2,352+224.7% | $4,876+56.6% |
| Participant deferral / active EE | $7,635 | $4,027+89.6% | $3,142+143.0% | $5,439+40.4% |
| Admin fee / account holder | $21 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |