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 | $9,031 | $209,411-95.7% | $178,490-94.9% | $158,922-94.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 35.06% | 188.75%-153.7pp | 151.07%-116.0pp | 302.83%-267.8pp |
| Employer contribution / active EE | $1,789 | $5,706-68.6% | $5,011-64.3% | $4,761-62.4% |
| Participant deferral / active EE | $2,219 | $5,954-62.7% | $5,202-57.3% | $5,982-62.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |