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 | $1,600 | $185,200-99.1% | $142,863-98.9% | $167,490-99.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 14.71% | 8555.70%-8541.0pp | 5637.54%-5622.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $415 | $5,604-92.6% | $4,144-90.0% | $4,837-91.4% |
| Participant deferral / active EE | $1,694 | $4,494-62.3% | $3,837-55.8% | $6,341-73.3% |
| Admin fee / account holder | $275 | $8,031-96.6% | $6,560-95.8% | $12,309-97.8% |