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 | $14,366 | $124,319-88.4% | $111,297-87.1% | $167,490-91.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.12% | 37.44%-16.3pp | 54.65%-33.5pp | 478.56%-457.4pp |
| Employer contribution / active EE | $3,046 | $3,435-11.3% | $2,731+11.5% | $4,837-37.0% |
| Participant deferral / active EE | $3,173 | $5,180-38.7% | $4,487-29.3% | $6,341-50.0% |
| Admin fee / account holder | $9 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |