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 | $14,425 | $112,881-87.2% | $90,951-84.1% | $158,922-90.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 36.75% | 215.79%-179.0pp | 134.60%-97.8pp | 302.83%-266.1pp |
| Employer contribution / active EE | $6,021 | $2,893+108.1% | $2,122+183.7% | $4,761+26.5% |
| Participant deferral / active EE | $7,526 | $4,128+82.3% | $3,373+123.1% | $5,982+25.8% |
| Admin fee / account holder | $8 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |