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 9-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 | $11,487 | $63,346-81.9% | $92,233-87.5% | $70,131-83.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.12% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $4,726 | $2,471+91.2% | $3,679+28.4% | $2,342+101.7% |
| Participant deferral / active EE | $3,173 | $2,854+11.2% | $3,897-18.6% | $3,332-4.8% |
| Admin fee / account holder | $108 | $3,840-97.2% | $5,194-97.9% | $4,645-97.7% |