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 | $7,302 | $226,064-96.8% | $182,532-96.0% | $152,861-95.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.25% | 192.51%-162.3pp | 148.54%-118.3pp | 345.32%-315.1pp |
| Employer contribution / active EE | $654 | $4,978-86.9% | $4,076-84.0% | $4,762-86.3% |
| Participant deferral / active EE | $4,862 | $6,368-23.6% | $5,524-12.0% | $5,850-16.9% |
| Admin fee / account holder | $10 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |