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 | $5,320 | $89,355-94.0% | $141,162-96.2% | $72,985-92.7% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 88.84% | 111.85%-23.0pp | 71.39%+17.5pp | 81.00%+7.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,877 | $5,418-46.9% | $6,709-57.1% | $3,607-20.2% |
| Admin fee / account holder | $238 | $5,958-96.0% | $10,261-97.7% | $5,124-95.4% |