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 8-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 | $7,578 | $142,405-94.7% | $115,157-93.4% | $152,861-95.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 75.75% | 41.48%+34.3pp | 35.60%+40.2pp | 345.32%-269.6pp |
| Employer contribution / active EE | $998 | $4,010-75.1% | $3,179-68.6% | $4,762-79.0% |
| Participant deferral / active EE | $2,310 | $5,164-55.3% | $4,168-44.6% | $5,850-60.5% |
| Admin fee / account holder | $5 | $8,462-99.9% | $7,088-99.9% | $11,596-100.0% |