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 7-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 | $6,005 | $104,907-94.3% | $84,611-92.9% | $152,861-96.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 34.41% | 373.79%-339.4pp | 258.74%-224.3pp | 345.32%-310.9pp |
| Employer contribution / active EE | $1,099 | $3,302-66.7% | $2,652-58.6% | $4,762-76.9% |
| Participant deferral / active EE | $2,538 | $4,688-45.9% | $3,899-34.9% | $5,850-56.6% |
| Admin fee / account holder | $5 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |