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 10-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 | $3,871 | $77,634-95.0% | $156,549-97.5% | $62,891-93.8% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 114400.00% | 50.32%+114349.7pp | 32.23%+114367.8pp | 20.14%+114379.9pp |
| Employer contribution / active EE | $4,178 | $3,444+21.3% | $5,501-24.0% | $2,281+83.2% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $20 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |