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 | $4,837 | $100,852-95.2% | $90,404-94.6% | $158,922-97.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 41.24% | 1724.20%-1683.0pp | 1293.02%-1251.8pp | 302.83%-261.6pp |
| Employer contribution / active EE | $1,377 | $3,689-62.7% | $3,262-57.8% | $4,761-71.1% |
| Participant deferral / active EE | $1,529 | $4,348-64.8% | $3,963-61.4% | $5,982-74.4% |
| Admin fee / account holder | $17 | $6,501-99.7% | $5,611-99.7% | $11,246-99.9% |