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 | $14,418 | $107,334-86.6% | $92,893-84.5% | $152,861-90.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.27% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,528 | $4,221-63.8% | $3,653-58.2% | $4,762-67.9% |
| Participant deferral / active EE | $3,650 | $4,845-24.7% | $4,236-13.8% | $5,850-37.6% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |