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 | $3,842 | $109,817-96.5% | $98,442-96.1% | $167,490-97.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.43% | 1956.69%-1937.3pp | 1492.73%-1473.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $936 | $3,224-71.0% | $2,960-68.4% | $4,837-80.6% |
| Participant deferral / active EE | $1,513 | $4,673-67.6% | $4,276-64.6% | $6,341-76.1% |
| Admin fee / account holder | $43 | $6,753-99.4% | $5,949-99.3% | $12,309-99.6% |