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 7-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 | $5,162 | $100,852-94.9% | $90,404-94.3% | $158,922-96.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 39.00% | 1724.20%-1685.2pp | 1293.02%-1254.0pp | 302.83%-263.8pp |
| Employer contribution / active EE | $1,221 | $3,689-66.9% | $3,262-62.6% | $4,761-74.3% |
| Participant deferral / active EE | $2,119 | $4,348-51.3% | $3,963-46.5% | $5,982-64.6% |
| Admin fee / account holder | $124 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |