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 | $13,764 | $227,553-94.0% | $189,557-92.7% | $167,490-91.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 19.62% | 78.40%-58.8pp | 64.17%-44.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,592 | $5,316-70.1% | $4,412-63.9% | $4,837-67.1% |
| Participant deferral / active EE | $4,722 | $7,002-32.6% | $6,174-23.5% | $6,341-25.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |