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 | $5,882 | $109,817-94.6% | $98,442-94.0% | $167,490-96.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 21.72% | 1956.69%-1935.0pp | 1492.73%-1471.0pp | 478.56%-456.8pp |
| Employer contribution / active EE | $720 | $3,224-77.7% | $2,960-75.7% | $4,837-85.1% |
| Participant deferral / active EE | $1,924 | $4,673-58.8% | $4,276-55.0% | $6,341-69.7% |
| Admin fee / account holder | $41 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |