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 | $6,738 | $209,411-96.8% | $178,490-96.2% | $158,922-95.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 423.38% | 188.75%+234.6pp | 151.07%+272.3pp | 302.83%+120.6pp |
| Employer contribution / active EE | $1,267 | $5,706-77.8% | $5,011-74.7% | $4,761-73.4% |
| Participant deferral / active EE | $5,512 | $5,954-7.4% | $5,202+6.0% | $5,982-7.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |