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 | $2,468 | $118,849-97.9% | $96,562-97.4% | $167,490-98.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 28.82% | 50.49%-21.7pp | 37.78%-9.0pp | 478.56%-449.7pp |
| Employer contribution / active EE | $1,054 | $3,120-66.2% | $2,356-55.3% | $4,837-78.2% |
| Participant deferral / active EE | $1,834 | $4,616-60.3% | $3,849-52.3% | $6,341-71.1% |
| Admin fee / account holder | $160 | $8,065-98.0% | $6,181-97.4% | $12,309-98.7% |