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 | $7,622 | $106,890-92.9% | $84,015-90.9% | $152,861-95.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.68% | 104.99%-78.3pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,269 | $2,734-53.6% | $1,983-36.0% | $4,762-73.4% |
| Participant deferral / active EE | $2,363 | $4,011-41.1% | $3,239-27.0% | $5,850-59.6% |
| Admin fee / account holder | $222 | $8,285-97.3% | $6,101-96.4% | $11,596-98.1% |