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 | $2,290 | $105,931-97.8% | $81,930-97.2% | $158,922-98.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 29.14% | 38.17%-9.0pp | 29.49%-0.4pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,043 | $7,800-86.6% | $4,310-75.8% | $4,761-78.1% |
| Participant deferral / active EE | $1,141 | $13,003-91.2% | $7,107-83.9% | $5,982-80.9% |
| Admin fee / account holder | $5 | $8,489-99.9% | $5,158-99.9% | $11,246-100.0% |