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 | $4,389 | $101,069-95.7% | $81,478-94.6% | $147,584-97.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 28.52% | 32.40%-3.9pp | 38.78%-10.3pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,064 | $3,205-66.8% | $2,568-58.6% | $4,876-78.2% |
| Participant deferral / active EE | $3,527 | $4,242-16.9% | $3,537-0.3% | $5,439-35.2% |
| Admin fee / account holder | $14 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |