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 | $5,193 | $109,817-95.3% | $98,442-94.7% | $167,490-96.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 12.38% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $731 | $3,224-77.3% | $2,960-75.3% | $4,837-84.9% |
| Participant deferral / active EE | $1,620 | $4,673-65.3% | $4,276-62.1% | $6,341-74.4% |
| Admin fee / account holder | $92 | $6,753-98.6% | $5,949-98.5% | $12,309-99.3% |