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 | $9,166 | $100,852-90.9% | $90,404-89.9% | $158,922-94.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 123.80% | 1724.20%-1600.4pp | 1293.02%-1169.2pp | 302.83%-179.0pp |
| Employer contribution / active EE | $1,072 | $3,689-70.9% | $3,262-67.1% | $4,761-77.5% |
| Participant deferral / active EE | $3,877 | $4,348-10.8% | $3,963-2.2% | $5,982-35.2% |
| Admin fee / account holder | $36 | $6,501-99.4% | $5,611-99.4% | $11,246-99.7% |