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 7-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 | $8,387 | $98,750-91.5% | $149,696-94.4% | $79,858-89.5% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.5%-0.1pp | 69.6%+12.7pp |
| Annual return | 147.13% | 27.43%+119.7pp | 276.60%-129.5pp | 31.71%+115.4pp |
| Employer contribution / active EE | $1,843 | $3,216-42.7% | $4,644-60.3% | $2,471-25.4% |
| Participant deferral / active EE | $4,741 | $5,680-16.5% | $6,842-30.7% | $3,740+26.8% |
| Admin fee / account holder | $156 | $6,053-97.4% | $9,309-98.3% | $5,306-97.1% |