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 | $9,785 | $203,436-95.2% | $152,466-93.6% | $167,490-94.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 38.37% | 13.80%+24.6pp | 757.33%-719.0pp | 478.56%-440.2pp |
| Employer contribution / active EE | $2,398 | $5,220-54.1% | $4,327-44.6% | $4,837-50.4% |
| Participant deferral / active EE | $4,091 | $6,716-39.1% | $5,820-29.7% | $6,341-35.5% |
| Admin fee / account holder | $19 | $22,506-99.9% | $15,805-99.9% | $12,309-99.8% |