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 | $4,666 | $117,690-96.0% | $71,735-93.5% | $134,475-96.5% |
| Participation rate | 81.3% | 68.8%+12.4pp | 62.3%+18.9pp | 81.2%0pp |
| Annual return | -18.13% | 25.44%-43.6pp | 9.14%-27.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,156 | $3,759-69.2% | $2,658-56.5% | $6,400-81.9% |
| Admin fee / account holder | $169 | $6,379-97.3% | $3,974-95.7% | $11,426-98.5% |