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 | $6,852 | $114,047-94.0% | $96,139-92.9% | $167,490-95.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 14.57% | 189.88%-175.3pp | 191.94%-177.4pp | 478.56%-464.0pp |
| Employer contribution / active EE | $974 | $3,427-71.6% | $2,797-65.2% | $4,837-79.9% |
| Participant deferral / active EE | $1,682 | $5,194-67.6% | $4,349-61.3% | $6,341-73.5% |
| Admin fee / account holder | $261 | $6,897-96.2% | $5,537-95.3% | $12,309-97.9% |