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 | $8,372 | $817,678-99.0% | $392,568-97.9% | $152,861-94.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.1%+9.4pp | 82.4%+5.1pp |
| Annual return | 486.59% | 22.84%+463.8pp | 24.42%+462.2pp | 345.32%+141.3pp |
| Employer contribution / active EE | $1,326 | $5,502-75.9% | $3,783-65.0% | $4,762-72.2% |
| Participant deferral / active EE | $4,344 | $8,398-48.3% | $5,985-27.4% | $5,850-25.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |