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 | $12,468 | $97,757-87.2% | $83,848-85.1% | $135,375-90.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 59.87% | 1287.37%-1227.5pp | 850.88%-791.0pp | 519.73%-459.9pp |
| Employer contribution / active EE | $2,303 | $4,222-45.4% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $2,652 | $4,682-43.4% | $4,082-35.0% | $5,609-52.7% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,478-99.8% | $10,827-99.9% |