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 | $7,119 | $116,175-93.9% | $93,606-92.4% | $152,861-95.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.24% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,630 | $3,218-49.4% | $2,718-40.0% | $4,762-65.8% |
| Participant deferral / active EE | $2,956 | $4,603-35.8% | $4,069-27.3% | $5,850-49.5% |
| Admin fee / account holder | $128 | $10,748-98.8% | $7,888-98.4% | $11,596-98.9% |