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 6-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 | $4,918 | $156,846-96.9% | $121,098-95.9% | $139,434-96.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 23.16% | 1474.56%-1451.4pp | 985.75%-962.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $243 | $5,536-95.6% | $4,164-94.2% | $4,751-94.9% |
| Participant deferral / active EE | $1,243 | $4,844-74.4% | $4,080-69.5% | $6,710-81.5% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |