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 | $10,223 | $115,770-91.2% | $101,248-89.9% | $158,922-93.6% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 20.42% | 56.14%-35.7pp | 46.47%-26.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,842 | $4,175-8.0% | $3,660+5.0% | $4,761-19.3% |
| Participant deferral / active EE | $1,672 | $4,957-66.3% | $4,370-61.7% | $5,982-72.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |