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 | $8,084 | $115,882-93.0% | $100,516-92.0% | $158,922-94.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 69.71% | 34.79%+34.9pp | 30.89%+38.8pp | 302.83%-233.1pp |
| Employer contribution / active EE | $902 | $4,103-78.0% | $3,418-73.6% | $4,761-81.1% |
| Participant deferral / active EE | $3,914 | $6,674-41.4% | $6,270-37.6% | $5,982-34.6% |
| Admin fee / account holder | $43 | $10,995-99.6% | $8,081-99.5% | $11,246-99.6% |