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 | $2,595 | $176,377-98.5% | $134,143-98.1% | $158,922-98.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.20% | 63.63%-41.4pp | 36.33%-14.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $692 | $5,040-86.3% | $3,704-81.3% | $4,761-85.5% |
| Participant deferral / active EE | $692 | $4,091-83.1% | $3,499-80.2% | $5,982-88.4% |
| Admin fee / account holder | $18 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |