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 7-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 | $2,859 | $109,817-97.4% | $98,442-97.1% | $167,490-98.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 28.11% | 1956.69%-1928.6pp | 1492.73%-1464.6pp | 478.56%-450.5pp |
| Employer contribution / active EE | $1,110 | $3,224-65.6% | $2,960-62.5% | $4,837-77.1% |
| Participant deferral / active EE | $1,815 | $4,673-61.2% | $4,276-57.6% | $6,341-71.4% |
| Admin fee / account holder | $265 | $6,753-96.1% | $5,949-95.5% | $12,309-97.8% |