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 | $9,451 | $155,788-93.9% | $124,672-92.4% | $167,490-94.4% |
| Participation rate | 78.3% | 81.1%-2.8pp | 74.6%+3.6pp | 82.1%-3.8pp |
| Annual return | 16.83% | 17.97%-1.1pp | 5142.93%-5126.1pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,273 | $4,163-69.4% | $3,324-61.7% | $4,837-73.7% |
| Participant deferral / active EE | $2,063 | $5,673-63.6% | $4,614-55.3% | $6,341-67.5% |
| Admin fee / account holder | $206 | $9,531-97.8% | $7,493-97.2% | $12,309-98.3% |