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 | $6,272 | $118,919-94.7% | $88,538-92.9% | $152,861-95.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 22.59% | 47.92%-25.3pp | 43.64%-21.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,014 | $2,669-62.0% | $2,098-51.7% | $4,762-78.7% |
| Participant deferral / active EE | $1,945 | $3,549-45.2% | $2,914-33.3% | $5,850-66.8% |
| Admin fee / account holder | $176 | $5,876-97.0% | $4,310-95.9% | $11,596-98.5% |