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 6-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 | $7,283 | $156,846-95.4% | $121,098-94.0% | $139,434-94.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.77% | 1474.56%-1452.8pp | 985.75%-964.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,167 | $5,536-78.9% | $4,164-72.0% | $4,751-75.4% |
| Participant deferral / active EE | $1,864 | $4,844-61.5% | $4,080-54.3% | $6,710-72.2% |
| Admin fee / account holder | $124 | $6,946-98.2% | $5,644-97.8% | $11,403-98.9% |