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 8-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 | $8,036 | $76,367-89.5% | $93,606-91.4% | $72,985-89.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 41.58% | 25.82%+15.8pp | 32.76%+8.8pp | 81.00%-39.4pp |
| Employer contribution / active EE | $3,138 | $2,275+37.9% | $2,718+15.4% | $2,440+28.6% |
| Participant deferral / active EE | $2,956 | $3,538-16.5% | $4,069-27.4% | $3,607-18.1% |
| Admin fee / account holder | $17 | $6,838-99.8% | $7,888-99.8% | $5,124-99.7% |