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 8-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 | $7,161 | $107,334-93.3% | $92,893-92.3% | $152,861-95.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 39.96% | 145.58%-105.6pp | 109.41%-69.5pp | 345.32%-305.4pp |
| Employer contribution / active EE | $899 | $4,221-78.7% | $3,653-75.4% | $4,762-81.1% |
| Participant deferral / active EE | $2,072 | $4,845-57.2% | $4,236-51.1% | $5,850-64.6% |
| Admin fee / account holder | $165 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |