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 | $5,547 | $112,881-95.1% | $90,951-93.9% | $158,922-96.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 53.74% | 215.79%-162.1pp | 134.60%-80.9pp | 302.83%-249.1pp |
| Employer contribution / active EE | $1,366 | $2,893-52.8% | $2,122-35.6% | $4,761-71.3% |
| Participant deferral / active EE | $1,841 | $4,128-55.4% | $3,373-45.4% | $5,982-69.2% |
| Admin fee / account holder | $287 | $8,041-96.4% | $5,959-95.2% | $11,246-97.5% |