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 | $7,497 | $217,402-96.6% | $185,823-96.0% | $167,490-95.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 121.01% | 148.36%-27.3pp | 122.05%-1.0pp | 478.56%-357.5pp |
| Employer contribution / active EE | $2,347 | $5,873-60.0% | $5,167-54.6% | $4,837-51.5% |
| Participant deferral / active EE | $2,611 | $6,356-58.9% | $5,568-53.1% | $6,341-58.8% |
| Admin fee / account holder | $95 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |