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 6-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 | $8,724 | $117,983-92.6% | $101,794-91.4% | $142,382-93.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.17% | 36.92%-17.7pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,541 | $2,773-44.4% | $2,289-32.7% | $4,299-64.2% |
| Participant deferral / active EE | $2,563 | $4,714-45.6% | $4,084-37.2% | $6,507-60.6% |
| Admin fee / account holder | $54 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |