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 | $10,353 | $109,327-90.5% | $89,391-88.4% | $158,922-93.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 36.98% | 345.68%-308.7pp | 245.62%-208.6pp | 302.83%-265.8pp |
| Employer contribution / active EE | $1,457 | $3,170-54.0% | $2,586-43.6% | $4,761-69.4% |
| Participant deferral / active EE | $2,087 | $4,598-54.6% | $3,890-46.3% | $5,982-65.1% |
| Admin fee / account holder | $5 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |