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 6-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 | $10,855 | $112,096-90.3% | $95,952-88.7% | $158,922-93.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.03% | 171.09%-145.1pp | 91.61%-65.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,268 | $3,198-60.4% | $2,541-50.1% | $4,761-73.4% |
| Participant deferral / active EE | $3,633 | $4,784-24.1% | $4,167-12.8% | $5,982-39.3% |
| Admin fee / account holder | $41 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |