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 | $4,920 | $176,056-97.2% | $159,436-96.9% | $167,490-97.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 208.84% | 331.75%-122.9pp | 263.57%-54.7pp | 478.56%-269.7pp |
| Employer contribution / active EE | $1,518 | $5,297-71.3% | $4,829-68.6% | $4,837-68.6% |
| Participant deferral / active EE | $4,518 | $7,750-41.7% | $7,352-38.5% | $6,341-28.8% |
| Admin fee / account holder | $10 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |