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 | $8,105 | $114,047-92.9% | $96,139-91.6% | $167,490-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.29% | 189.88%-176.6pp | 191.94%-178.7pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,523 | $3,427+2.8% | $2,797+26.0% | $4,837-27.2% |
| Participant deferral / active EE | $3,346 | $5,194-35.6% | $4,349-23.0% | $6,341-47.2% |
| Admin fee / account holder | $34 | $6,897-99.5% | $5,537-99.4% | $12,309-99.7% |