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 | $6,849 | $102,616-93.3% | $81,983-91.6% | $158,922-95.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 34.24% | 61.04%-26.8pp | 41.31%-7.1pp | 302.83%-268.6pp |
| Employer contribution / active EE | $1,089 | $3,240-66.4% | $2,498-56.4% | $4,761-77.1% |
| Participant deferral / active EE | $1,707 | $4,648-63.3% | $3,722-54.1% | $5,982-71.5% |
| Admin fee / account holder | $13 | $8,235-99.8% | $5,664-99.8% | $11,246-99.9% |