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 | $5,775 | $228,332-97.5% | $185,823-96.9% | $158,922-96.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 58.43% | 40.80%+17.6pp | 35.95%+22.5pp | 302.83%-244.4pp |
| Employer contribution / active EE | $1,191 | $4,967-76.0% | $4,087-70.9% | $4,761-75.0% |
| Participant deferral / active EE | $2,357 | $6,415-63.3% | $5,632-58.1% | $5,982-60.6% |
| Admin fee / account holder | $32 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |