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 | $17,919 | $155,788-88.5% | $124,672-85.6% | $167,490-89.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.07% | 17.97%-2.9pp | 5142.93%-5127.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,520 | $4,163-63.5% | $3,324-54.3% | $4,837-68.6% |
| Participant deferral / active EE | $7,701 | $5,673+35.7% | $4,614+66.9% | $6,341+21.4% |
| Admin fee / account holder | $139 | $9,531-98.5% | $7,493-98.2% | $12,309-98.9% |