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 | $5,491 | $112,096-95.1% | $95,952-94.3% | $158,922-96.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 82.34% | 171.09%-88.8pp | 91.61%-9.3pp | 302.83%-220.5pp |
| Employer contribution / active EE | $893 | $3,198-72.1% | $2,541-64.9% | $4,761-81.2% |
| Participant deferral / active EE | $1,726 | $4,784-63.9% | $4,167-58.6% | $5,982-71.2% |
| Admin fee / account holder | $14 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |