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 | $5,344 | $100,852-94.7% | $90,404-94.1% | $158,922-96.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.43% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $972 | $3,689-73.7% | $3,262-70.2% | $4,761-79.6% |
| Participant deferral / active EE | $972 | $4,348-77.7% | $3,963-75.5% | $5,982-83.8% |
| Admin fee / account holder | $41 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |