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 | $13,404 | $183,963-92.7% | $162,163-91.7% | $152,861-91.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 38.87% | 150.76%-111.9pp | 115.59%-76.7pp | 345.32%-306.4pp |
| Employer contribution / active EE | $4,203 | $6,371-34.0% | $5,614-25.1% | $4,762-11.7% |
| Participant deferral / active EE | $6,667 | $8,034-17.0% | $7,298-8.6% | $5,850+14.0% |
| Admin fee / account holder | $49 | $13,121-99.6% | $10,843-99.5% | $11,596-99.6% |