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 | $4,977 | $116,175-95.7% | $93,606-94.7% | $152,861-96.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 51.51% | 35.96%+15.5pp | 32.76%+18.7pp | 345.32%-293.8pp |
| Employer contribution / active EE | $1,803 | $3,218-44.0% | $2,718-33.6% | $4,762-62.1% |
| Participant deferral / active EE | $2,068 | $4,603-55.1% | $4,069-49.2% | $5,850-64.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |