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 | $3,358 | $85,202-96.1% | $172,739-98.1% | $72,985-95.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.12% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $787 | $3,324-76.3% | $5,143-84.7% | $2,440-67.7% |
| Participant deferral / active EE | $970 | $3,260-70.2% | $5,198-81.3% | $3,607-73.1% |
| Admin fee / account holder | $231 | $5,884-96.1% | $13,954-98.3% | $5,124-95.5% |