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 | $7,817 | $210,648-96.3% | $177,989-95.6% | $145,922-94.6% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 14.33% | 385.86%-371.5pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $676 | $4,565-85.2% | $3,949-82.9% | $4,660-85.5% |
| Participant deferral / active EE | $1,394 | $6,958-80.0% | $6,276-77.8% | $6,688-79.2% |
| Admin fee / account holder | $82 | $12,013-99.3% | $10,363-99.2% | $13,397-99.4% |