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 | $7,220 | $228,332-96.8% | $185,823-96.1% | $158,922-95.5% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 146.88% | 40.80%+106.1pp | 35.95%+110.9pp | 302.83%-155.9pp |
| Employer contribution / active EE | $1,708 | $4,967-65.6% | $4,087-58.2% | $4,761-64.1% |
| Participant deferral / active EE | $3,390 | $6,415-47.2% | $5,632-39.8% | $5,982-43.3% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |