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 | $2,601 | $100,901-97.4% | $75,670-96.6% | $147,584-98.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.76% | 35.78%-24.0pp | 27.34%-15.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $823 | $3,253-74.7% | $2,352-65.0% | $4,876-83.1% |
| Participant deferral / active EE | $748 | $4,027-81.4% | $3,142-76.2% | $5,439-86.3% |
| Admin fee / account holder | $54 | $11,285-99.5% | $5,800-99.1% | $10,885-99.5% |