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 9-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 | $9,628 | $99,020-90.3% | $86,590-88.9% | $147,584-93.5% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 29.98% | 1312.34%-1282.4pp | 964.84%-934.9pp | 578.55%-548.6pp |
| Employer contribution / active EE | $1,581 | $3,132-49.5% | $2,839-44.3% | $4,876-67.6% |
| Participant deferral / active EE | $3,418 | $3,972-13.9% | $3,609-5.3% | $5,439-37.1% |
| Admin fee / account holder | $98 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |