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 | $11,893 | $175,202-93.2% | $149,673-92.1% | $139,434-91.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 38.28% | 166.71%-128.4pp | 134.42%-96.1pp | 372.94%-334.7pp |
| Employer contribution / active EE | $1,392 | $5,474-74.6% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $4,419 | $6,519-32.2% | $5,680-22.2% | $6,710-34.2% |
| Admin fee / account holder | $102 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |