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 | $16,343 | $162,781-90.0% | $133,956-87.8% | $158,922-89.7% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 56.43% | 41.94%+14.5pp | 45.09%+11.3pp | 302.83%-246.4pp |
| Employer contribution / active EE | $2,328 | $4,975-53.2% | $3,919-40.6% | $4,761-51.1% |
| Participant deferral / active EE | $5,553 | $5,911-6.0% | $5,048+10.0% | $5,982-7.2% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |