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 | $9,992 | $102,604-90.3% | $86,188-88.4% | $139,434-92.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1922.51%-1905.1pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,354 | $3,032+76.6% | $2,380+125.0% | $4,751+12.7% |
| Participant deferral / active EE | $1,250 | $4,676-73.3% | $3,985-68.6% | $6,710-81.4% |
| Admin fee / account holder | $37 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |