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 5-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 | $5,892 | $96,305-93.9% | $80,569-92.7% | $139,434-95.8% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 29.12% | 1350.08%-1321.0pp | 935.43%-906.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $898 | $3,262-72.5% | $2,723-67.0% | $4,751-81.1% |
| Participant deferral / active EE | $4,298 | $5,232-17.9% | $4,447-3.4% | $6,710-35.9% |
| Admin fee / account holder | $25 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |