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 | $8,655 | $106,890-91.9% | $84,015-89.7% | $152,861-94.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 31.69% | 104.99%-73.3pp | 71.31%-39.6pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,723 | $2,734-37.0% | $1,983-13.1% | $4,762-63.8% |
| Participant deferral / active EE | $3,187 | $4,011-20.6% | $3,239-1.6% | $5,850-45.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |