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 | $2,960 | $100,852-97.1% | $90,404-96.7% | $158,922-98.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.27% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.6pp |
| Employer contribution / active EE | $660 | $3,689-82.1% | $3,262-79.8% | $4,761-86.1% |
| Participant deferral / active EE | $1,064 | $4,348-75.5% | $3,963-73.2% | $5,982-82.2% |
| Admin fee / account holder | $27 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |