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 | $6,977 | $190,805-96.3% | $159,960-95.6% | $134,475-94.8% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -19.60% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,235 | $4,995-75.3% | $4,226-70.8% | $4,740-73.9% |
| Participant deferral / active EE | $1,472 | $6,923-78.7% | $6,182-76.2% | $6,400-77.0% |
| Admin fee / account holder | $160 | $10,471-98.5% | $8,698-98.2% | $11,426-98.6% |