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 | $10,539 | $115,770-90.9% | $101,248-89.6% | $158,922-93.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 30.51% | 56.14%-25.6pp | 46.47%-16.0pp | 302.83%-272.3pp |
| Employer contribution / active EE | $2,050 | $4,175-50.9% | $3,660-44.0% | $4,761-57.0% |
| Participant deferral / active EE | $2,529 | $4,957-49.0% | $4,370-42.1% | $5,982-57.7% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |