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 8-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 | $5,101 | $96,484-94.7% | $75,886-93.3% | $152,861-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 42.03% | 33.98%+8.0pp | 30.76%+11.3pp | 345.32%-303.3pp |
| Employer contribution / active EE | $994 | $3,309-70.0% | $2,500-60.3% | $4,762-79.1% |
| Participant deferral / active EE | $2,596 | $4,553-43.0% | $3,603-27.9% | $5,850-55.6% |
| Admin fee / account holder | $18 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |