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 | $8,873 | $102,966-91.4% | $90,281-90.2% | $152,861-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.50% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,356 | $3,139-56.8% | $2,854-52.5% | $4,762-71.5% |
| Participant deferral / active EE | $953 | $4,281-77.7% | $3,885-75.5% | $5,850-83.7% |
| Admin fee / account holder | $136 | $6,171-97.8% | $5,351-97.5% | $11,596-98.8% |