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 | $7,294 | $118,849-93.9% | $96,562-92.4% | $167,490-95.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.65% | 50.49%-31.8pp | 37.78%-19.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,328 | $3,120-57.4% | $2,356-43.6% | $4,837-72.5% |
| Participant deferral / active EE | $1,328 | $4,616-71.2% | $3,849-65.5% | $6,341-79.1% |
| Admin fee / account holder | $24 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |