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 | $13,877 | $118,849-88.3% | $96,562-85.6% | $167,490-91.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.96% | 50.49%-41.5pp | 37.78%-28.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,009 | $3,120-35.6% | $2,356-14.7% | $4,837-58.5% |
| Participant deferral / active EE | $1,961 | $4,616-57.5% | $3,849-49.0% | $6,341-69.1% |
| Admin fee / account holder | $115 | $8,065-98.6% | $6,181-98.1% | $12,309-99.1% |