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 | $8,301 | $114,047-92.7% | $96,139-91.4% | $167,490-95.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 47.01% | 189.88%-142.9pp | 191.94%-144.9pp | 478.56%-431.5pp |
| Employer contribution / active EE | $1,095 | $3,427-68.1% | $2,797-60.9% | $4,837-77.4% |
| Participant deferral / active EE | $5,467 | $5,194+5.3% | $4,349+25.7% | $6,341-13.8% |
| Admin fee / account holder | $176 | $6,897-97.4% | $5,537-96.8% | $12,309-98.6% |