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 8-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 | $7,357 | $102,317-92.8% | $146,958-95.0% | $80,856-90.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.66% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,553 | $3,713-58.2% | $4,933-68.5% | $2,755-43.6% |
| Participant deferral / active EE | $3,224 | $6,644-51.5% | $8,070-60.0% | $4,296-24.9% |
| Admin fee / account holder | $217 | $7,941-97.3% | $12,998-98.3% | $6,918-96.9% |