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 | $3,315 | $117,381-97.2% | $99,443-96.7% | $152,861-97.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 33.58% | 31.87%+1.7pp | 30.72%+2.9pp | 345.32%-311.7pp |
| Employer contribution / active EE | $1,529 | $3,013-49.3% | $2,540-39.8% | $4,762-67.9% |
| Participant deferral / active EE | $1,936 | $4,086-52.6% | $3,619-46.5% | $5,850-66.9% |
| Admin fee / account holder | $212 | $7,631-97.2% | $6,250-96.6% | $11,596-98.2% |