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 8-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 | $7,732 | $60,124-87.1% | $90,404-91.4% | $79,858-90.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.52% | 71.94%-49.4pp | 1293.02%-1270.5pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,253 | $2,068-39.4% | $3,262-61.6% | $2,471-49.3% |
| Participant deferral / active EE | $834 | $2,938-71.6% | $3,963-79.0% | $3,740-77.7% |
| Admin fee / account holder | $181 | $3,976-95.4% | $5,611-96.8% | $5,306-96.6% |