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 | $6,421 | $95,416-93.3% | $185,823-96.5% | $85,850-92.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.21% | 23.59%-6.4pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $802 | $3,314-75.8% | $5,167-84.5% | $2,565-68.7% |
| Participant deferral / active EE | $2,423 | $3,423-29.2% | $5,568-56.5% | $3,952-38.7% |
| Admin fee / account holder | $4 | $7,213-100.0% | $16,237-100.0% | $6,260-99.9% |