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 | $7,550 | $124,281-93.9% | $109,143-93.1% | $167,490-95.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 32.86% | 26.04%+6.8pp | 25.75%+7.1pp | 478.56%-445.7pp |
| Employer contribution / active EE | $1,545 | $4,207-63.3% | $3,722-58.5% | $4,837-68.1% |
| Participant deferral / active EE | $1,545 | $5,255-70.6% | $4,653-66.8% | $6,341-75.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |