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 | $2,499 | $109,817-97.7% | $98,442-97.5% | $167,490-98.5% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 11.03% | 1956.69%-1945.7pp | 1492.73%-1481.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $788 | $3,224-75.5% | $2,960-73.4% | $4,837-83.7% |
| Participant deferral / active EE | $958 | $4,673-79.5% | $4,276-77.6% | $6,341-84.9% |
| Admin fee / account holder | $6 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |