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 | $7,562 | $185,200-95.9% | $142,863-94.7% | $167,490-95.5% |
| Participation rate | 81.8% | 78.4%+3.4pp | 71.9%+9.9pp | 82.1%-0.3pp |
| Annual return | 25.75% | 8555.70%-8530.0pp | 5637.54%-5611.8pp | 478.56%-452.8pp |
| Employer contribution / active EE | $1,211 | $5,604-78.4% | $4,144-70.8% | $4,837-75.0% |
| Participant deferral / active EE | $2,663 | $4,494-40.7% | $3,837-30.6% | $6,341-58.0% |
| Admin fee / account holder | $44 | $8,031-99.5% | $6,560-99.3% | $12,309-99.6% |