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 7-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 | $5,207 | $109,817-95.3% | $98,442-94.7% | $167,490-96.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.36% | 1956.69%-1940.3pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $724 | $3,224-77.6% | $2,960-75.6% | $4,837-85.0% |
| Participant deferral / active EE | $1,033 | $4,673-77.9% | $4,276-75.8% | $6,341-83.7% |
| Admin fee / account holder | $22 | $6,753-99.7% | $5,949-99.6% | $12,309-99.8% |