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 | $2,368 | $90,503-97.4% | $78,689-97.0% | $273,961-99.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 47.44% | 75.60%-28.2pp | 62.18%-14.7pp | 41.45%+6.0pp |
| Employer contribution / active EE | $687 | $3,176-78.4% | $2,851-75.9% | $4,869-85.9% |
| Participant deferral / active EE | $1,167 | $3,901-70.1% | $3,517-66.8% | $5,287-77.9% |
| Admin fee / account holder | $4 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |