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 | $14,070 | $107,934-87.0% | $91,989-84.7% | $152,861-90.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 28.10% | 89.24%-61.1pp | 69.02%-40.9pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,342 | $4,210-44.4% | $3,452-32.2% | $4,762-50.8% |
| Participant deferral / active EE | $6,084 | $6,364-4.4% | $5,923+2.7% | $5,850+4.0% |
| Admin fee / account holder | $104 | $10,520-99.0% | $7,743-98.7% | $11,596-99.1% |