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 | $9,694 | $115,770-91.6% | $101,248-90.4% | $158,922-93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.14% | 56.14%-32.0pp | 46.47%-22.3pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,084 | $4,175-50.1% | $3,660-43.1% | $4,761-56.2% |
| Participant deferral / active EE | $3,208 | $4,957-35.3% | $4,370-26.6% | $5,982-46.4% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |