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 | $7,955 | $114,381-93.0% | $107,525-92.6% | $142,382-94.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.11% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,092 | $4,015-72.8% | $3,754-70.9% | $4,299-74.6% |
| Participant deferral / active EE | $2,974 | $5,564-46.6% | $5,116-41.9% | $6,507-54.3% |
| Admin fee / account holder | $49 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |