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 10-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 | $6,203 | $107,334-94.2% | $92,893-93.3% | $152,861-95.9% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 34.30% | 145.58%-111.3pp | 109.41%-75.1pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,279 | $4,221-69.7% | $3,653-65.0% | $4,762-73.1% |
| Participant deferral / active EE | $1,544 | $4,845-68.1% | $4,236-63.5% | $5,850-73.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |