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 | $8,393 | $124,281-93.2% | $109,143-92.3% | $167,490-95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.70% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,455 | $4,207-65.4% | $3,722-60.9% | $4,837-69.9% |
| Participant deferral / active EE | $2,407 | $5,255-54.2% | $4,653-48.3% | $6,341-62.0% |
| Admin fee / account holder | $84 | $7,970-98.9% | $6,752-98.8% | $12,309-99.3% |