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 | $7,362 | $202,318-96.4% | $172,739-95.7% | $152,861-95.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 37.31% | 1029.65%-992.3pp | 802.84%-765.5pp | 345.32%-308.0pp |
| Employer contribution / active EE | $1,955 | $5,856-66.6% | $5,143-62.0% | $4,762-58.9% |
| Participant deferral / active EE | $4,260 | $5,948-28.4% | $5,198-18.0% | $5,850-27.2% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |