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 | $15,006 | $152,587-90.2% | $125,175-88.0% | $152,861-90.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 37.44% | 54.84%-17.4pp | 43.79%-6.3pp | 345.32%-307.9pp |
| Employer contribution / active EE | $2,117 | $4,946-57.2% | $3,865-45.2% | $4,762-55.5% |
| Participant deferral / active EE | $4,673 | $5,868-20.4% | $4,937-5.3% | $5,850-20.1% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |