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 6-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 | $2,495 | $185,200-98.7% | $142,863-98.3% | $167,490-98.5% |
| Participation rate | 77.8% | 78.4%-0.7pp | 71.9%+5.8pp | 82.1%-4.3pp |
| Annual return | 51.96% | 8555.70%-8503.7pp | 5637.54%-5585.6pp | 478.56%-426.6pp |
| Employer contribution / active EE | $659 | $5,604-88.2% | $4,144-84.1% | $4,837-86.4% |
| Participant deferral / active EE | $1,016 | $4,494-77.4% | $3,837-73.5% | $6,341-84.0% |
| Admin fee / account holder | $7 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |