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 8-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 | $5,078 | $73,515-93.1% | $62,995-91.9% | $147,584-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.06% | 175.43%-158.4pp | 87.57%-70.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,146 | $3,320-65.5% | $2,759-58.4% | $4,876-76.5% |
| Participant deferral / active EE | $1,199 | $4,185-71.3% | $3,329-64.0% | $5,439-78.0% |
| Admin fee / account holder | $200 | $5,953-96.6% | $3,600-94.4% | $10,885-98.2% |