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 | $3,790 | $118,849-96.8% | $96,562-96.1% | $167,490-97.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 40.81% | 50.49%-9.7pp | 37.78%+3.0pp | 478.56%-437.7pp |
| Employer contribution / active EE | $1,260 | $3,120-59.6% | $2,356-46.5% | $4,837-74.0% |
| Participant deferral / active EE | $2,008 | $4,616-56.5% | $3,849-47.8% | $6,341-68.3% |
| Admin fee / account holder | $16 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |