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 6-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 | $8,080 | $884,045-99.1% | $453,369-98.2% | $167,490-95.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 26.40% | 29.49%-3.1pp | 64.40%-38.0pp | 478.56%-452.2pp |
| Employer contribution / active EE | $1,920 | $5,538-65.3% | $4,070-52.8% | $4,837-60.3% |
| Participant deferral / active EE | $6,363 | $7,898-19.4% | $6,209+2.5% | $6,341+0.3% |
| Admin fee / account holder | $4 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |