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 | $5,155 | $115,770-95.5% | $101,248-94.9% | $158,922-96.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 85.23% | 56.14%+29.1pp | 46.47%+38.8pp | 302.83%-217.6pp |
| Employer contribution / active EE | $860 | $4,175-79.4% | $3,660-76.5% | $4,761-81.9% |
| Participant deferral / active EE | $2,133 | $4,957-57.0% | $4,370-51.2% | $5,982-64.3% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |