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 7-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 | $9,198 | $202,318-95.5% | $172,739-94.7% | $152,861-94.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 75.63% | 1029.65%-954.0pp | 802.84%-727.2pp | 345.32%-269.7pp |
| Employer contribution / active EE | $1,796 | $5,856-69.3% | $5,143-65.1% | $4,762-62.3% |
| Participant deferral / active EE | $5,149 | $5,948-13.4% | $5,198-0.9% | $5,850-12.0% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |