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 | $6,874 | $114,047-94.0% | $96,139-92.8% | $167,490-95.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 13.43% | 189.88%-176.4pp | 191.94%-178.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,009 | $3,427-70.6% | $2,797-63.9% | $4,837-79.1% |
| Participant deferral / active EE | $3,144 | $5,194-39.5% | $4,349-27.7% | $6,341-50.4% |
| Admin fee / account holder | $72 | $6,897-99.0% | $5,537-98.7% | $12,309-99.4% |