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 | $3,880 | $110,502-96.5% | $80,716-95.2% | $167,490-97.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.20% | 120.54%-101.3pp | 87.28%-68.1pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,093 | $1,543+35.6% | $1,160+80.4% | $4,837-56.7% |
| Participant deferral / active EE | $1,902 | $2,871-33.7% | $2,146-11.4% | $6,341-70.0% |
| Admin fee / account holder | $10 | $4,545-99.8% | $3,380-99.7% | $12,309-99.9% |