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 | $7,906 | $102,966-92.3% | $90,281-91.2% | $152,861-94.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 42.46% | 95.16%-52.7pp | 78.10%-35.6pp | 345.32%-302.9pp |
| Employer contribution / active EE | $1,130 | $3,139-64.0% | $2,854-60.4% | $4,762-76.3% |
| Participant deferral / active EE | $1,954 | $4,281-54.4% | $3,885-49.7% | $5,850-66.6% |
| Admin fee / account holder | $3 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |