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 8-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 | $2,397 | $102,966-97.7% | $90,281-97.3% | $152,861-98.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 53.50% | 95.16%-41.7pp | 78.10%-24.6pp | 345.32%-291.8pp |
| Employer contribution / active EE | $795 | $3,139-74.7% | $2,854-72.2% | $4,762-83.3% |
| Participant deferral / active EE | $1,310 | $4,281-69.4% | $3,885-66.3% | $5,850-77.6% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |