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 6-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 | $7,947 | $176,056-95.5% | $159,436-95.0% | $167,490-95.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 28.07% | 331.75%-303.7pp | 263.57%-235.5pp | 478.56%-450.5pp |
| Employer contribution / active EE | $2,089 | $5,297-60.6% | $4,829-56.7% | $4,837-56.8% |
| Participant deferral / active EE | $2,951 | $7,750-61.9% | $7,352-59.9% | $6,341-53.5% |
| Admin fee / account holder | $7 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |