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 | $5,786 | $112,096-94.8% | $95,952-94.0% | $158,922-96.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 30.96% | 171.09%-140.1pp | 91.61%-60.7pp | 302.83%-271.9pp |
| Employer contribution / active EE | $1,511 | $3,198-52.7% | $2,541-40.5% | $4,761-68.3% |
| Participant deferral / active EE | $2,579 | $4,784-46.1% | $4,167-38.1% | $5,982-56.9% |
| Admin fee / account holder | $18 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |