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 | $6,439 | $100,852-93.6% | $90,404-92.9% | $158,922-95.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 25.02% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $389 | $3,689-89.4% | $3,262-88.1% | $4,761-91.8% |
| Participant deferral / active EE | $1,554 | $4,348-64.3% | $3,963-60.8% | $5,982-74.0% |
| Admin fee / account holder | $68 | $6,501-99.0% | $5,611-98.8% | $11,246-99.4% |