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 | $6,682 | $157,256-95.8% | $141,162-95.3% | $152,861-95.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 45.85% | 64.32%-18.5pp | 71.39%-25.5pp | 345.32%-299.5pp |
| Employer contribution / active EE | $1,567 | $5,261-70.2% | $4,735-66.9% | $4,762-67.1% |
| Participant deferral / active EE | $2,694 | $7,109-62.1% | $6,709-59.8% | $5,850-53.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |