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 | $9,110 | $95,416-90.5% | $185,823-95.1% | $85,850-89.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.10% | 23.59%-9.5pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,041 | $3,314-68.6% | $5,167-79.8% | $2,565-59.4% |
| Participant deferral / active EE | $1,273 | $3,423-62.8% | $5,568-77.1% | $3,952-67.8% |
| Admin fee / account holder | $149 | $7,213-97.9% | $16,237-99.1% | $6,260-97.6% |