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 | $10,092 | $118,849-91.5% | $96,562-89.5% | $167,490-94.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.07% | 50.49%-24.4pp | 37.78%-11.7pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,238 | $3,120-60.3% | $2,356-47.5% | $4,837-74.4% |
| Participant deferral / active EE | $3,814 | $4,616-17.4% | $3,849-0.9% | $6,341-39.9% |
| Admin fee / account holder | $64 | $8,065-99.2% | $6,181-99.0% | $12,309-99.5% |