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 | $7,444 | $183,963-96.0% | $162,163-95.4% | $152,861-95.1% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.4%+0.2pp |
| Annual return | 138.66% | 150.76%-12.1pp | 115.59%+23.1pp | 345.32%-206.7pp |
| Employer contribution / active EE | $1,610 | $6,371-74.7% | $5,614-71.3% | $4,762-66.2% |
| Participant deferral / active EE | $4,321 | $8,034-46.2% | $7,298-40.8% | $5,850-26.1% |
| Admin fee / account holder | $12 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |