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 6-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 | $7,089 | $104,907-93.2% | $84,611-91.6% | $152,861-95.4% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 50.36% | 373.79%-323.4pp | 258.74%-208.4pp | 345.32%-295.0pp |
| Employer contribution / active EE | $1,938 | $3,302-41.3% | $2,652-26.9% | $4,762-59.3% |
| Participant deferral / active EE | $5,655 | $4,688+20.6% | $3,899+45.0% | $5,850-3.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |