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 | $17,334 | $154,117-88.8% | $129,995-86.7% | $139,434-87.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.7pp |
| Annual return | 256.28% | 32.48%+223.8pp | -137.18%+393.5pp | 372.94%-116.7pp |
| Employer contribution / active EE | $2,732 | $5,289-48.3% | $4,320-36.7% | $4,751-42.5% |
| Participant deferral / active EE | $7,436 | $6,710+10.8% | $5,820+27.8% | $6,710+10.8% |
| Admin fee / account holder | $11 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |