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 | $10,673 | $127,264-91.6% | $109,895-90.3% | $167,490-93.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 139.29% | 22.97%+116.3pp | 29.45%+109.8pp | 478.56%-339.3pp |
| Employer contribution / active EE | $1,847 | $3,322-44.4% | $2,842-35.0% | $4,837-61.8% |
| Participant deferral / active EE | $6,615 | $4,514+46.5% | $4,048+63.4% | $6,341+4.3% |
| Admin fee / account holder | $116 | $7,114-98.4% | $6,066-98.1% | $12,309-99.1% |