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 | $3,918 | $217,402-98.2% | $185,823-97.9% | $167,490-97.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.84% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,523 | $5,873-74.1% | $5,167-70.5% | $4,837-68.5% |
| Participant deferral / active EE | $2,340 | $6,356-63.2% | $5,568-58.0% | $6,341-63.1% |
| Admin fee / account holder | $31 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |