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 | $9,386 | $226,064-95.8% | $182,532-94.9% | $152,861-93.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 34.15% | 192.51%-158.4pp | 148.54%-114.4pp | 345.32%-311.2pp |
| Employer contribution / active EE | $1,420 | $4,978-71.5% | $4,076-65.2% | $4,762-70.2% |
| Participant deferral / active EE | $2,617 | $6,368-58.9% | $5,524-52.6% | $5,850-55.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |