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 | $10,985 | $117,841-90.7% | $102,423-89.3% | $145,922-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 83.45% | 31.65%+51.8pp | 29.32%+54.1pp | 561.29%-477.8pp |
| Employer contribution / active EE | $1,430 | $3,615-60.4% | $3,023-52.7% | $4,660-69.3% |
| Participant deferral / active EE | $2,319 | $5,731-59.5% | $5,053-54.1% | $6,688-65.3% |
| Admin fee / account holder | $183 | $13,326-98.6% | $9,451-98.1% | $13,397-98.6% |