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 | $9,821 | $209,411-95.3% | $178,490-94.5% | $158,922-93.8% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 320.72% | 188.75%+132.0pp | 151.07%+169.6pp | 302.83%+17.9pp |
| Employer contribution / active EE | $2,111 | $5,706-63.0% | $5,011-57.9% | $4,761-55.7% |
| Participant deferral / active EE | $3,502 | $5,954-41.2% | $5,202-32.7% | $5,982-41.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |