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 | $15,475 | $115,770-86.6% | $101,248-84.7% | $158,922-90.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.81% | 56.14%-25.3pp | 46.47%-15.7pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,375 | $4,175-67.1% | $3,660-62.4% | $4,761-71.1% |
| Participant deferral / active EE | $5,766 | $4,957+16.3% | $4,370+31.9% | $5,982-3.6% |
| Admin fee / account holder | $141 | $7,245-98.1% | $5,945-97.6% | $11,246-98.7% |