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 | $5,692 | $77,419-92.6% | $69,455-91.8% | $152,861-96.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.59% | 39.06%-13.5pp | 28.97%-3.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,203 | $3,315-63.7% | $2,779-56.7% | $4,762-74.7% |
| Participant deferral / active EE | $1,994 | $4,414-54.8% | $3,535-43.6% | $5,850-65.9% |
| Admin fee / account holder | $94 | $6,207-98.5% | $3,839-97.6% | $11,596-99.2% |