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 10-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 | $7,568 | $102,966-92.6% | $90,281-91.6% | $152,861-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.62% | 95.16%-78.5pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $863 | $3,139-72.5% | $2,854-69.8% | $4,762-81.9% |
| Participant deferral / active EE | $2,086 | $4,281-51.3% | $3,885-46.3% | $5,850-64.3% |
| Admin fee / account holder | $201 | $6,171-96.7% | $5,351-96.2% | $11,596-98.3% |