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 | $7,717 | $77,419-90.0% | $69,455-88.9% | $152,861-95.0% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.2pp | 82.4%+10.4pp |
| Annual return | 41.08% | 39.06%+2.0pp | 28.97%+12.1pp | 345.32%-304.2pp |
| Employer contribution / active EE | $1,134 | $3,315-65.8% | $2,779-59.2% | $4,762-76.2% |
| Participant deferral / active EE | $3,553 | $4,414-19.5% | $3,535+0.5% | $5,850-39.3% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |