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 | $2,261 | $90,600-97.5% | $79,464-97.2% | $135,375-98.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 5113.21% | 977.43%+4135.8pp | 718.14%+4395.1pp | 519.73%+4593.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,301 | $4,050-67.9% | $3,704-64.9% | $5,609-76.8% |
| Admin fee / account holder | $42 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |