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 | $18,521 | $226,064-91.8% | $182,532-89.9% | $152,861-87.9% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.4%-0.6pp |
| Annual return | 18.70% | 192.51%-173.8pp | 148.54%-129.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,812 | $4,978-63.6% | $4,076-55.5% | $4,762-61.9% |
| Participant deferral / active EE | $6,260 | $6,368-1.7% | $5,524+13.3% | $5,850+7.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |