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 | $7,802 | $107,334-92.7% | $92,893-91.6% | $152,861-94.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 41.15% | 145.58%-104.4pp | 109.41%-68.3pp | 345.32%-304.2pp |
| Employer contribution / active EE | $2,577 | $4,221-38.9% | $3,653-29.4% | $4,762-45.9% |
| Participant deferral / active EE | $5,305 | $4,845+9.5% | $4,236+25.2% | $5,850-9.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |