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 | $19,713 | $99,652-80.2% | $78,778-75.0% | $147,584-86.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 28.51% | 47.28%-18.8pp | 35.62%-7.1pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,377 | $2,796-50.7% | $1,986-30.6% | $4,876-71.8% |
| Participant deferral / active EE | $4,731 | $3,664+29.1% | $2,958+59.9% | $5,439-13.0% |
| Admin fee / account holder | $300 | $7,155-95.8% | $5,134-94.2% | $10,885-97.2% |