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 9-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 | $5,164 | $101,283-94.9% | $75,826-93.2% | $135,375-96.2% |
| Participation rate | 75.0% | 72.7%+2.3pp | 68.2%+6.8pp | 82.6%-7.6pp |
| Annual return | 1.78% | 3384.62%-3382.8pp | 1914.15%-1912.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $798 | $2,382-66.5% | $1,913-58.3% | $4,779-83.3% |
| Participant deferral / active EE | $1,159 | $3,469-66.6% | $2,862-59.5% | $5,609-79.3% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |