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 | $6,385 | $84,233-92.4% | $170,442-96.3% | $70,131-90.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.96% | 23.06%-2.1pp | 205.93%-185.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,393 | $3,387-58.9% | $5,433-74.4% | $2,342-40.5% |
| Participant deferral / active EE | $1,629 | $3,086-47.2% | $4,939-67.0% | $3,332-51.1% |
| Admin fee / account holder | $54 | $5,698-99.1% | $13,880-99.6% | $4,645-98.8% |