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 | $11,638 | $98,240-88.2% | $82,313-85.9% | $147,584-92.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.10% | 30.85%-6.8pp | 25.88%-1.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,538 | $3,192-51.8% | $2,428-36.7% | $4,876-68.5% |
| Participant deferral / active EE | $3,537 | $4,383-19.3% | $3,706-4.6% | $5,439-35.0% |
| Admin fee / account holder | $64 | $8,563-99.3% | $5,608-98.9% | $10,885-99.4% |