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 5-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 | $7,681 | $183,519-95.8% | $155,509-95.1% | $145,922-94.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.19% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,492 | $5,313-71.9% | $4,672-68.1% | $4,660-68.0% |
| Participant deferral / active EE | $2,622 | $6,462-59.4% | $5,626-53.4% | $6,688-60.8% |
| Admin fee / account holder | $11 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |