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 | $8,219 | $114,381-92.8% | $107,525-92.4% | $142,382-94.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.22% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,319 | $4,015-67.1% | $3,754-64.9% | $4,299-69.3% |
| Participant deferral / active EE | $1,988 | $5,564-64.3% | $5,116-61.1% | $6,507-69.5% |
| Admin fee / account holder | $124 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |