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 | $4,127 | $147,727-97.2% | $115,756-96.4% | $134,475-96.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 18.11% | 73.96%-55.8pp | 143.14%-125.0pp | 417.96%-399.9pp |
| Employer contribution / active EE | $1,992 | $4,713-57.7% | $3,793-47.5% | $4,740-58.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $173 | $14,571-98.8% | $8,124-97.9% | $11,426-98.5% |