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 6-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 | $4,681 | $91,190-94.9% | $178,490-97.4% | $79,858-94.1% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.7pp |
| Annual return | 92.07% | 24.19%+67.9pp | 151.07%-59.0pp | 31.71%+60.4pp |
| Employer contribution / active EE | $3,110 | $3,256-4.5% | $5,011-37.9% | $2,471+25.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $175 | $6,751-97.4% | $13,984-98.7% | $5,306-96.7% |