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 | $11,664 | $118,849-90.2% | $96,562-87.9% | $167,490-93.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.21% | 50.49%-24.3pp | 37.78%-11.6pp | 478.56%-452.3pp |
| Employer contribution / active EE | $1,534 | $3,120-50.8% | $2,356-34.9% | $4,837-68.3% |
| Participant deferral / active EE | $3,692 | $4,616-20.0% | $3,849-4.1% | $6,341-41.8% |
| Admin fee / account holder | $174 | $8,065-97.8% | $6,181-97.2% | $12,309-98.6% |