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 | $15,176 | $106,890-85.8% | $84,015-81.9% | $152,861-90.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 51.20% | 104.99%-53.8pp | 71.31%-20.1pp | 345.32%-294.1pp |
| Employer contribution / active EE | $2,054 | $2,734-24.9% | $1,983+3.5% | $4,762-56.9% |
| Participant deferral / active EE | $7,496 | $4,011+86.9% | $3,239+131.5% | $5,850+28.1% |
| Admin fee / account holder | $36 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |