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 8-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 | $7,404 | $152,587-95.1% | $125,175-94.1% | $152,861-95.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 44.63% | 54.84%-10.2pp | 43.79%+0.8pp | 345.32%-300.7pp |
| Employer contribution / active EE | $2,376 | $4,946-52.0% | $3,865-38.5% | $4,762-50.1% |
| Participant deferral / active EE | $2,647 | $5,868-54.9% | $4,937-46.4% | $5,850-54.8% |
| Admin fee / account holder | $63 | $13,434-99.5% | $9,702-99.4% | $11,596-99.5% |