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 | $4,994 | $109,817-95.5% | $98,442-94.9% | $167,490-97.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 18.29% | 1956.69%-1938.4pp | 1492.73%-1474.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $858 | $3,224-73.4% | $2,960-71.0% | $4,837-82.3% |
| Participant deferral / active EE | $2,554 | $4,673-45.3% | $4,276-40.3% | $6,341-59.7% |
| Admin fee / account holder | $45 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |