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 | $8,049 | $100,852-92.0% | $90,404-91.1% | $158,922-94.9% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 61.83% | 1724.20%-1662.4pp | 1293.02%-1231.2pp | 302.83%-241.0pp |
| Employer contribution / active EE | $1,628 | $3,689-55.9% | $3,262-50.1% | $4,761-65.8% |
| Participant deferral / active EE | $2,346 | $4,348-46.0% | $3,963-40.8% | $5,982-60.8% |
| Admin fee / account holder | $83 | $6,501-98.7% | $5,611-98.5% | $11,246-99.3% |