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 | $7,155 | $77,419-90.8% | $69,455-89.7% | $152,861-95.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.16% | 39.06%-17.9pp | 28.97%-7.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,180 | $3,315-4.1% | $2,779+14.4% | $4,762-33.2% |
| Participant deferral / active EE | $2,303 | $4,414-47.8% | $3,535-34.8% | $5,850-60.6% |
| Admin fee / account holder | $23 | $6,207-99.6% | $3,839-99.4% | $11,596-99.8% |