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 | $5,043 | $103,376-95.1% | $87,100-94.2% | $152,861-96.7% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 55.86% | 28.10%+27.8pp | 28.19%+27.7pp | 345.32%-289.5pp |
| Employer contribution / active EE | $1,469 | $3,220-54.4% | $2,521-41.7% | $4,762-69.2% |
| Participant deferral / active EE | $2,622 | $4,778-45.1% | $4,049-35.2% | $5,850-55.2% |
| Admin fee / account holder | $97 | $12,205-99.2% | $7,497-98.7% | $11,596-99.2% |