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 | $4,459 | $73,515-93.9% | $62,995-92.9% | $147,584-97.0% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.8%-1.1pp | 82.8%-9.1pp |
| Annual return | 48.91% | 175.43%-126.5pp | 87.57%-38.7pp | 578.55%-529.6pp |
| Employer contribution / active EE | $534 | $3,320-83.9% | $2,759-80.6% | $4,876-89.1% |
| Participant deferral / active EE | $1,119 | $4,185-73.3% | $3,329-66.4% | $5,439-79.4% |
| Admin fee / account holder | $219 | $5,953-96.3% | $3,600-93.9% | $10,885-98.0% |