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 | $5,281 | $102,966-94.9% | $90,281-94.2% | $152,861-96.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.56% | 95.16%-63.6pp | 78.10%-46.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $778 | $3,139-75.2% | $2,854-72.7% | $4,762-83.7% |
| Participant deferral / active EE | $2,272 | $4,281-46.9% | $3,885-41.5% | $5,850-61.2% |
| Admin fee / account holder | $170 | $6,171-97.3% | $5,351-96.8% | $11,596-98.5% |