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 9-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 | $5,263 | $138,065-96.2% | $123,544-95.7% | $135,375-96.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 40.09% | 153.68%-113.6pp | 119.20%-79.1pp | 519.73%-479.6pp |
| Employer contribution / active EE | $1,262 | $5,151-75.5% | $4,628-72.7% | $4,779-73.6% |
| Participant deferral / active EE | $3,779 | $6,799-44.4% | $6,426-41.2% | $5,609-32.6% |
| Admin fee / account holder | $119 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |