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 | $6,780 | $149,734-95.5% | $118,925-94.3% | $158,922-95.7% |
| Participation rate | 92.3% | 82.1%+10.2pp | 75.4%+16.9pp | 82.0%+10.3pp |
| Annual return | 34.35% | 19.95%+14.4pp | 35.88%-1.5pp | 302.83%-268.5pp |
| Employer contribution / active EE | $1,231 | $4,115-70.1% | $3,263-62.3% | $4,761-74.1% |
| Participant deferral / active EE | $1,954 | $5,223-62.6% | $4,265-54.2% | $5,982-67.3% |
| Admin fee / account holder | $99 | $8,603-98.8% | $6,581-98.5% | $11,246-99.1% |