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 | $7,460 | $115,770-93.6% | $101,248-92.6% | $158,922-95.3% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 23.20% | 56.14%-32.9pp | 46.47%-23.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,056 | $4,175-74.7% | $3,660-71.1% | $4,761-77.8% |
| Participant deferral / active EE | $1,536 | $4,957-69.0% | $4,370-64.9% | $5,982-74.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |