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 | $4,167 | $108,172-96.1% | $77,482-94.6% | $158,922-97.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 45.51% | 31.67%+13.8pp | 54.79%-9.3pp | 302.83%-257.3pp |
| Employer contribution / active EE | $820 | $1,325-38.1% | $986-16.9% | $4,761-82.8% |
| Participant deferral / active EE | $1,435 | $2,456-41.6% | $1,861-22.9% | $5,982-76.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |