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 | $7,424 | $157,256-95.3% | $141,162-94.7% | $152,861-95.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 54.45% | 64.32%-9.9pp | 71.39%-16.9pp | 345.32%-290.9pp |
| Employer contribution / active EE | $2,255 | $5,261-57.1% | $4,735-52.4% | $4,762-52.7% |
| Participant deferral / active EE | $3,533 | $7,109-50.3% | $6,709-47.3% | $5,850-39.6% |
| Admin fee / account holder | $254 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |