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 | $3,403 | $100,852-96.6% | $90,404-96.2% | $158,922-97.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 32.24% | 1724.20%-1692.0pp | 1293.02%-1260.8pp | 302.83%-270.6pp |
| Employer contribution / active EE | $671 | $3,689-81.8% | $3,262-79.4% | $4,761-85.9% |
| Participant deferral / active EE | $1,133 | $4,348-73.9% | $3,963-71.4% | $5,982-81.1% |
| Admin fee / account holder | $153 | $6,501-97.6% | $5,611-97.3% | $11,246-98.6% |