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 8-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 | $8,334 | $104,907-92.1% | $84,611-90.1% | $152,861-94.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.45% | 373.79%-349.3pp | 258.74%-234.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $984 | $3,302-70.2% | $2,652-62.9% | $4,762-79.3% |
| Participant deferral / active EE | $1,230 | $4,688-73.8% | $3,899-68.4% | $5,850-79.0% |
| Admin fee / account holder | $40 | $6,241-99.4% | $4,912-99.2% | $11,596-99.7% |