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 | $9,688 | $121,625-92.0% | $104,607-90.7% | $158,922-93.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.84% | 465.26%-438.4pp | 340.46%-313.6pp | 302.83%-276.0pp |
| Employer contribution / active EE | $2,230 | $3,163-29.5% | $2,681-16.8% | $4,761-53.2% |
| Participant deferral / active EE | $3,345 | $4,177-19.9% | $3,740-10.5% | $5,982-44.1% |
| Admin fee / account holder | $45 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |