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 | $11,016 | $115,770-90.5% | $101,248-89.1% | $158,922-93.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 28.63% | 56.14%-27.5pp | 46.47%-17.8pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,384 | $4,175-66.9% | $3,660-62.2% | $4,761-70.9% |
| Participant deferral / active EE | $3,824 | $4,957-22.9% | $4,370-12.5% | $5,982-36.1% |
| Admin fee / account holder | $39 | $7,245-99.5% | $5,945-99.3% | $11,246-99.7% |