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 | $3,156 | $90,503-96.5% | $78,689-96.0% | $273,961-98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 28.93% | 75.60%-46.7pp | 62.18%-33.2pp | 41.45%-12.5pp |
| Employer contribution / active EE | $1,236 | $3,176-61.1% | $2,851-56.7% | $4,869-74.6% |
| Participant deferral / active EE | $1,941 | $3,901-50.2% | $3,517-44.8% | $5,287-63.3% |
| Admin fee / account holder | $7 | $5,263-99.9% | $4,510-99.8% | $10,132-99.9% |