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 9-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 | $6,187 | $105,931-94.2% | $81,930-92.4% | $158,922-96.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.72% | 38.17%-14.5pp | 29.49%-5.8pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,002 | $7,800-87.2% | $4,310-76.7% | $4,761-79.0% |
| Participant deferral / active EE | $1,217 | $13,003-90.6% | $7,107-82.9% | $5,982-79.6% |
| Admin fee / account holder | $208 | $8,489-97.6% | $5,158-96.0% | $11,246-98.2% |