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 | $8,203 | $165,335-95.0% | $149,696-94.5% | $158,922-94.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 49.10% | 348.15%-299.0pp | 276.60%-227.5pp | 302.83%-253.7pp |
| Employer contribution / active EE | $1,720 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $3,425 | $7,181-52.3% | $6,842-49.9% | $5,982-42.7% |
| Admin fee / account holder | $179 | $10,807-98.3% | $9,309-98.1% | $11,246-98.4% |