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 | $4,192 | $127,777-96.7% | $106,548-96.1% | $167,490-97.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.38% | 33.87%-19.5pp | 26.80%-12.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,005 | $3,427-70.7% | $2,819-64.4% | $4,837-79.2% |
| Participant deferral / active EE | $1,468 | $5,087-71.1% | $4,398-66.6% | $6,341-76.8% |
| Admin fee / account holder | $28 | $11,228-99.8% | $7,407-99.6% | $12,309-99.8% |