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 8-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 | $7,010 | $169,032-95.9% | $129,207-94.6% | $145,922-95.2% |
| Participation rate | 94.4% | 76.4%+18.0pp | 69.6%+24.8pp | 80.3%+14.2pp |
| Annual return | 17.30% | 14330.11%-14312.8pp | 9417.33%-9400.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $708 | $5,537-87.2% | $4,153-83.0% | $4,660-84.8% |
| Participant deferral / active EE | $1,142 | $4,987-77.1% | $4,168-72.6% | $6,688-82.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |