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 | $14,906 | $118,680-87.4% | $98,907-84.9% | $158,922-90.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.33% | 372.35%-353.0pp | 196.43%-177.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $764 | $3,333-77.1% | $2,689-71.6% | $4,761-83.9% |
| Participant deferral / active EE | $1,283 | $5,088-74.8% | $4,244-69.8% | $5,982-78.6% |
| Admin fee / account holder | $31 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |