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 | $16,220 | $89,355-81.8% | $141,162-88.5% | $72,985-77.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 43.57% | 111.85%-68.3pp | 71.39%-27.8pp | 81.00%-37.4pp |
| Employer contribution / active EE | $3,410 | $3,114+9.5% | $4,735-28.0% | $2,440+39.8% |
| Participant deferral / active EE | $9,132 | $5,418+68.5% | $6,709+36.1% | $3,607+153.1% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |