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 9-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 | $7,602 | $99,020-92.3% | $86,590-91.2% | $147,584-94.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 22.92% | 1312.34%-1289.4pp | 964.84%-941.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $525 | $3,132-83.2% | $2,839-81.5% | $4,876-89.2% |
| Participant deferral / active EE | $655 | $3,972-83.5% | $3,609-81.9% | $5,439-88.0% |
| Admin fee / account holder | $34 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |