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 | $5,335 | $96,305-94.5% | $80,569-93.4% | $139,434-96.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.60% | 1350.08%-1325.5pp | 935.43%-910.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,167 | $3,262-64.2% | $2,723-57.2% | $4,751-75.4% |
| Participant deferral / active EE | $1,848 | $5,232-64.7% | $4,447-58.4% | $6,710-72.5% |
| Admin fee / account holder | $47 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |