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 | $9,969 | $110,809-91.0% | $86,874-88.5% | $167,490-94.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 70.35% | 116.98%-46.6pp | 63.52%+6.8pp | 478.56%-408.2pp |
| Employer contribution / active EE | $1,603 | $3,244-50.6% | $2,495-35.8% | $4,837-66.9% |
| Participant deferral / active EE | $4,059 | $4,546-10.7% | $3,699+9.7% | $6,341-36.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |