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 | $9,909 | $109,327-90.9% | $89,391-88.9% | $158,922-93.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 36.63% | 345.68%-309.0pp | 245.62%-209.0pp | 302.83%-266.2pp |
| Employer contribution / active EE | $1,798 | $3,170-43.3% | $2,586-30.4% | $4,761-62.2% |
| Participant deferral / active EE | $9,601 | $4,598+108.8% | $3,890+146.8% | $5,982+60.5% |
| Admin fee / account holder | $94 | $6,153-98.5% | $4,881-98.1% | $11,246-99.2% |