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 | $7,638 | $202,318-96.2% | $172,739-95.6% | $152,861-95.0% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 31.92% | 1029.65%-997.7pp | 802.84%-770.9pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,440 | $5,856-75.4% | $5,143-72.0% | $4,762-69.8% |
| Participant deferral / active EE | $2,448 | $5,948-58.8% | $5,198-52.9% | $5,850-58.2% |
| Admin fee / account holder | $105 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |