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 | $7,639 | $109,817-93.0% | $98,442-92.2% | $167,490-95.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.64% | 1956.69%-1940.0pp | 1492.73%-1476.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,870 | $3,224-42.0% | $2,960-36.8% | $4,837-61.3% |
| Participant deferral / active EE | $2,399 | $4,673-48.7% | $4,276-43.9% | $6,341-62.2% |
| Admin fee / account holder | $46 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |