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 9-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 | $8,366 | $98,240-91.5% | $82,313-89.8% | $147,584-94.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.91% | 30.85%-6.9pp | 25.88%-2.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,466 | $3,192-54.1% | $2,428-39.6% | $4,876-69.9% |
| Participant deferral / active EE | $5,826 | $4,383+32.9% | $3,706+57.2% | $5,439+7.1% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |