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 | $2,414 | $110,502-97.8% | $80,716-97.0% | $167,490-98.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.71% | 120.54%-101.8pp | 87.28%-68.6pp | 478.56%-459.8pp |
| Employer contribution / active EE | $786 | $1,543-49.0% | $1,160-32.2% | $4,837-83.7% |
| Participant deferral / active EE | $542 | $2,871-81.1% | $2,146-74.7% | $6,341-91.5% |
| Admin fee / account holder | $16 | $4,545-99.7% | $3,380-99.5% | $12,309-99.9% |