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 | $12,836 | $98,750-87.0% | $149,696-91.4% | $79,858-83.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 56.23% | 27.43%+28.8pp | 276.60%-220.4pp | 31.71%+24.5pp |
| Employer contribution / active EE | $2,771 | $3,216-13.9% | $4,644-40.3% | $2,471+12.1% |
| Participant deferral / active EE | $4,160 | $5,680-26.8% | $6,842-39.2% | $3,740+11.2% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,309-100.0% | $5,306-99.9% |