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 | $6,429 | $107,334-94.0% | $92,893-93.1% | $152,861-95.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.13% | 145.58%-113.5pp | 109.41%-77.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $908 | $4,221-78.5% | $3,653-75.1% | $4,762-80.9% |
| Participant deferral / active EE | $3,269 | $4,845-32.5% | $4,236-22.8% | $5,850-44.1% |
| Admin fee / account holder | $30 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |