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 8-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 | $14,201 | $157,256-91.0% | $141,162-89.9% | $152,861-90.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 44.26% | 64.32%-20.1pp | 71.39%-27.1pp | 345.32%-301.1pp |
| Employer contribution / active EE | $1,475 | $5,261-72.0% | $4,735-68.8% | $4,762-69.0% |
| Participant deferral / active EE | $8,181 | $7,109+15.1% | $6,709+21.9% | $5,850+39.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |