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 | $5,826 | $114,047-94.9% | $96,139-93.9% | $167,490-96.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 26.17% | 189.88%-163.7pp | 191.94%-165.8pp | 478.56%-452.4pp |
| Employer contribution / active EE | $2,479 | $3,427-27.7% | $2,797-11.4% | $4,837-48.8% |
| Participant deferral / active EE | $3,685 | $5,194-29.0% | $4,349-15.3% | $6,341-41.9% |
| Admin fee / account holder | $30 | $6,897-99.6% | $5,537-99.4% | $12,309-99.8% |