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 | $8,332 | $176,812-95.3% | $146,665-94.3% | $167,490-95.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.99% | 24.03%-4.0pp | 22.74%-2.8pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,329 | $5,160-54.9% | $4,136-43.7% | $4,837-51.8% |
| Participant deferral / active EE | $4,841 | $6,440-24.8% | $5,506-12.1% | $6,341-23.7% |
| Admin fee / account holder | $89 | $13,259-99.3% | $10,280-99.1% | $12,309-99.3% |