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 5-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 | $10,692 | $185,200-94.2% | $142,863-92.5% | $167,490-93.6% |
| Participation rate | 87.5% | 78.4%+9.1pp | 71.9%+15.6pp | 82.1%+5.4pp |
| Annual return | 17.17% | 8555.70%-8538.5pp | 5637.54%-5620.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,577 | $5,604-71.9% | $4,144-62.0% | $4,837-67.4% |
| Participant deferral / active EE | $5,444 | $4,494+21.1% | $3,837+41.9% | $6,341-14.2% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |