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 6-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 | $6,512 | $176,377-96.3% | $134,143-95.1% | $158,922-95.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 52.94% | 63.63%-10.7pp | 36.33%+16.6pp | 302.83%-249.9pp |
| Employer contribution / active EE | $961 | $5,040-80.9% | $3,704-74.1% | $4,761-79.8% |
| Participant deferral / active EE | $3,359 | $4,091-17.9% | $3,499-4.0% | $5,982-43.9% |
| Admin fee / account holder | $32 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |