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 | $10,171 | $84,696-88.0% | $75,696-86.6% | $167,490-93.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.93% | 199.36%-181.4pp | 104.53%-86.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,384 | $3,230-57.2% | $2,743-49.6% | $4,837-71.4% |
| Participant deferral / active EE | $2,173 | $4,580-52.6% | $3,821-43.1% | $6,341-65.7% |
| Admin fee / account holder | $166 | $5,355-96.9% | $3,619-95.4% | $12,309-98.6% |