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 | $3,981 | $110,809-96.4% | $86,874-95.4% | $167,490-97.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 33.47% | 116.98%-83.5pp | 63.52%-30.1pp | 478.56%-445.1pp |
| Employer contribution / active EE | $989 | $3,244-69.5% | $2,495-60.4% | $4,837-79.6% |
| Participant deferral / active EE | $1,831 | $4,546-59.7% | $3,699-50.5% | $6,341-71.1% |
| Admin fee / account holder | $16 | $8,415-99.8% | $5,828-99.7% | $12,309-99.9% |