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 | $2,879 | $127,264-97.7% | $109,895-97.4% | $167,490-98.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.27% | 22.97%-3.7pp | 29.45%-10.2pp | 478.56%-459.3pp |
| Employer contribution / active EE | $671 | $3,322-79.8% | $2,842-76.4% | $4,837-86.1% |
| Participant deferral / active EE | $4,512 | $4,5140% | $4,048+11.5% | $6,341-28.8% |
| Admin fee / account holder | $17 | $7,114-99.8% | $6,066-99.7% | $12,309-99.9% |