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 9-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 | $7,383 | $84,233-91.2% | $170,442-95.7% | $70,131-89.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 34.85% | 23.06%+11.8pp | 205.93%-171.1pp | 73.14%-38.3pp |
| Employer contribution / active EE | $2,768 | $3,387-18.3% | $5,433-49.1% | $2,342+18.2% |
| Participant deferral / active EE | $2,868 | $3,086-7.0% | $4,939-41.9% | $3,332-13.9% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,880-99.5% | $4,645-98.6% |