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 10-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 | $9,199 | $56,054-83.6% | $171,082-94.6% | $62,891-85.4% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 169.85% | 22.52%+147.3pp | 32.56%+137.3pp | 20.14%+149.7pp |
| Employer contribution / active EE | $3,095 | $1,731+78.8% | $4,002-22.7% | $2,281+35.7% |
| Participant deferral / active EE | $2,384 | $3,158-24.5% | $4,797-50.3% | $3,203-25.6% |
| Admin fee / account holder | $99 | $3,647-97.3% | $8,520-98.8% | $4,296-97.7% |