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 7-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 | $11,295 | $98,750-88.6% | $149,696-92.5% | $79,858-85.9% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.5%-0.4pp | 69.6%+12.4pp |
| Annual return | 70.93% | 27.43%+43.5pp | 276.60%-205.7pp | 31.71%+39.2pp |
| Employer contribution / active EE | $1,190 | $3,216-63.0% | $4,644-74.4% | $2,471-51.8% |
| Participant deferral / active EE | $2,747 | $5,680-51.6% | $6,842-59.9% | $3,740-26.6% |
| Admin fee / account holder | $95 | $6,053-98.4% | $9,309-99.0% | $5,306-98.2% |