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 | $10,288 | $115,770-91.1% | $101,248-89.8% | $158,922-93.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.72% | 56.14%-24.4pp | 46.47%-14.7pp | 302.83%-271.1pp |
| Employer contribution / active EE | $3,501 | $4,175-16.1% | $3,660-4.3% | $4,761-26.5% |
| Participant deferral / active EE | $3,280 | $4,957-33.8% | $4,370-24.9% | $5,982-45.2% |
| Admin fee / account holder | $107 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |