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 | $12,673 | $115,770-89.1% | $101,248-87.5% | $158,922-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 69.60% | 56.14%+13.5pp | 46.47%+23.1pp | 302.83%-233.2pp |
| Employer contribution / active EE | $4,670 | $4,175+11.9% | $3,660+27.6% | $4,761-1.9% |
| Participant deferral / active EE | $3,409 | $4,957-31.2% | $4,370-22.0% | $5,982-43.0% |
| Admin fee / account holder | $11 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |