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 | $7,102 | $157,256-95.5% | $141,162-95.0% | $152,861-95.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.74% | 64.32%-21.6pp | 71.39%-28.6pp | 345.32%-302.6pp |
| Employer contribution / active EE | $1,628 | $5,261-69.1% | $4,735-65.6% | $4,762-65.8% |
| Participant deferral / active EE | $3,394 | $7,109-52.3% | $6,709-49.4% | $5,850-42.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |