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 8-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 | $12,128 | $176,377-93.1% | $134,143-91.0% | $158,922-92.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.15% | 63.63%-41.5pp | 36.33%-14.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,168 | $5,040-76.8% | $3,704-68.5% | $4,761-75.5% |
| Participant deferral / active EE | $3,194 | $4,091-21.9% | $3,499-8.7% | $5,982-46.6% |
| Admin fee / account holder | $28 | $8,718-99.7% | $6,684-99.6% | $11,246-99.7% |