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 | $8,051 | $172,111-95.3% | $150,298-94.6% | $137,256-94.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.61% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,164 | $4,636-74.9% | $4,154-72.0% | $4,156-72.0% |
| Participant deferral / active EE | $1,726 | $6,166-72.0% | $5,453-68.3% | $6,407-73.1% |
| Admin fee / account holder | $83 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |