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 | $6,991 | $52,279-86.6% | $89,391-92.2% | $79,858-91.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 49.96% | 22.16%+27.8pp | 245.62%-195.7pp | 31.71%+18.2pp |
| Employer contribution / active EE | $2,618 | $1,572+66.6% | $2,586+1.3% | $2,471+6.0% |
| Participant deferral / active EE | $3,264 | $2,740+19.1% | $3,890-16.1% | $3,740-12.7% |
| Admin fee / account holder | $299 | $3,356-91.1% | $4,881-93.9% | $5,306-94.4% |