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 | $8,235 | $165,335-95.0% | $149,696-94.5% | $158,922-94.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 216.02% | 348.15%-132.1pp | 276.60%-60.6pp | 302.83%-86.8pp |
| Employer contribution / active EE | $2,094 | $5,103-59.0% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $4,622 | $7,181-35.6% | $6,842-32.4% | $5,982-22.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |