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 6-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 | $8,339 | $124,281-93.3% | $109,143-92.4% | $167,490-95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.91% | 26.04%-6.1pp | 25.75%-5.8pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,998 | $4,207-52.5% | $3,722-46.3% | $4,837-58.7% |
| Participant deferral / active EE | $3,734 | $5,255-29.0% | $4,653-19.8% | $6,341-41.1% |
| Admin fee / account holder | $233 | $7,970-97.1% | $6,752-96.6% | $12,309-98.1% |