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 | $7,787 | $156,846-95.0% | $121,098-93.6% | $139,434-94.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 28.60% | 1474.56%-1446.0pp | 985.75%-957.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $696 | $5,536-87.4% | $4,164-83.3% | $4,751-85.4% |
| Participant deferral / active EE | $2,976 | $4,844-38.6% | $4,080-27.0% | $6,710-55.6% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |