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 5-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 | $12,684 | $183,519-93.1% | $155,509-91.8% | $145,922-91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.08% | 61.17%-27.1pp | 64.67%-30.6pp | 561.29%-527.2pp |
| Employer contribution / active EE | $1,558 | $5,313-70.7% | $4,672-66.6% | $4,660-66.6% |
| Participant deferral / active EE | $4,327 | $6,462-33.0% | $5,626-23.1% | $6,688-35.3% |
| Admin fee / account holder | $29 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |