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 5-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 | $25,527 | $209,832-87.8% | $189,513-86.5% | $167,490-84.8% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 242.35% | 748.27%-505.9pp | 555.15%-312.8pp | 478.56%-236.2pp |
| Employer contribution / active EE | $1,628 | $6,914-76.5% | $6,162-73.6% | $4,837-66.3% |
| Participant deferral / active EE | $4,949 | $8,935-44.6% | $8,221-39.8% | $6,341-22.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |