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 | $5,866 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 79.62% | 1724.20%-1644.6pp | 1293.02%-1213.4pp | 302.83%-223.2pp |
| Employer contribution / active EE | $1,371 | $3,689-62.8% | $3,262-58.0% | $4,761-71.2% |
| Participant deferral / active EE | $5,303 | $4,348+22.0% | $3,963+33.8% | $5,982-11.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |