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 | $7,230 | $97,757-92.6% | $83,848-91.4% | $135,375-94.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 1.71% | 1287.37%-1285.7pp | 850.88%-849.2pp | 519.73%-518.0pp |
| Employer contribution / active EE | $1,946 | $4,222-53.9% | $3,631-46.4% | $4,779-59.3% |
| Participant deferral / active EE | $2,800 | $4,682-40.2% | $4,082-31.4% | $5,609-50.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |