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 | $8,436 | $202,318-95.8% | $172,739-95.1% | $152,861-94.5% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 26.93% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,682 | $5,856-71.3% | $5,143-67.3% | $4,762-64.7% |
| Participant deferral / active EE | $3,424 | $5,948-42.4% | $5,198-34.1% | $5,850-41.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |