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 | $17,002 | $150,440-88.7% | $136,294-87.5% | $147,584-88.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.06% | 1049.08%-1027.0pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,656 | $5,256-68.5% | $4,695-64.7% | $4,876-66.1% |
| Participant deferral / active EE | $3,764 | $6,630-43.2% | $6,247-39.7% | $5,439-30.8% |
| Admin fee / account holder | $232 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |