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 5-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 | $4,499 | $156,846-97.1% | $121,098-96.3% | $139,434-96.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.02% | 1474.56%-1465.5pp | 985.75%-976.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $810 | $5,536-85.4% | $4,164-80.5% | $4,751-83.0% |
| Participant deferral / active EE | $2,677 | $4,844-44.7% | $4,080-34.4% | $6,710-60.1% |
| Admin fee / account holder | $51 | $6,946-99.3% | $5,644-99.1% | $11,403-99.6% |