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 | $2,753 | $106,890-97.4% | $84,015-96.7% | $152,861-98.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 44.01% | 104.99%-61.0pp | 71.31%-27.3pp | 345.32%-301.3pp |
| Employer contribution / active EE | $724 | $2,734-73.5% | $1,983-63.5% | $4,762-84.8% |
| Participant deferral / active EE | $1,644 | $4,011-59.0% | $3,239-49.3% | $5,850-71.9% |
| Admin fee / account holder | $93 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |