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 3-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 | $6,532 | $159,901-95.9% | $146,958-95.6% | $145,922-95.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,897 | $5,286-64.1% | $4,933-61.5% | $4,660-59.3% |
| Participant deferral / active EE | $3,580 | $8,428-57.5% | $8,070-55.6% | $6,688-46.5% |
| Admin fee / account holder | $247 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |