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 | $18,404 | $112,096-83.6% | $95,952-80.8% | $158,922-88.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 36.64% | 171.09%-134.5pp | 91.61%-55.0pp | 302.83%-266.2pp |
| Employer contribution / active EE | $2,826 | $3,198-11.6% | $2,541+11.2% | $4,761-40.7% |
| Participant deferral / active EE | $6,151 | $4,784+28.6% | $4,167+47.6% | $5,982+2.8% |
| Admin fee / account holder | $100 | $10,130-99.0% | $6,795-98.5% | $11,246-99.1% |