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 | $8,905 | $176,812-95.0% | $146,665-93.9% | $167,490-94.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.77% | 24.03%-5.3pp | 22.74%-4.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,715 | $5,160-66.8% | $4,136-58.5% | $4,837-64.5% |
| Participant deferral / active EE | $3,373 | $6,440-47.6% | $5,506-38.7% | $6,341-46.8% |
| Admin fee / account holder | $42 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |