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 | $10,991 | $115,770-90.5% | $101,248-89.1% | $158,922-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.32% | 56.14%-26.8pp | 46.47%-17.2pp | 302.83%-273.5pp |
| Employer contribution / active EE | $2,086 | $4,175-50.0% | $3,660-43.0% | $4,761-56.2% |
| Participant deferral / active EE | $1,988 | $4,957-59.9% | $4,370-54.5% | $5,982-66.8% |
| Admin fee / account holder | $100 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |