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 | $7,678 | $107,334-92.8% | $92,893-91.7% | $152,861-95.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 59.35% | 145.58%-86.2pp | 109.41%-50.1pp | 345.32%-286.0pp |
| Employer contribution / active EE | $2,223 | $4,221-47.3% | $3,653-39.2% | $4,762-53.3% |
| Participant deferral / active EE | $4,025 | $4,845-16.9% | $4,236-5.0% | $5,850-31.2% |
| Admin fee / account holder | $119 | $7,079-98.3% | $5,794-97.9% | $11,596-99.0% |