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 9-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 | $16,072 | $116,175-86.2% | $93,606-82.8% | $152,861-89.5% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 42.61% | 35.96%+6.6pp | 32.76%+9.8pp | 345.32%-302.7pp |
| Employer contribution / active EE | $1,787 | $3,218-44.5% | $2,718-34.2% | $4,762-62.5% |
| Participant deferral / active EE | $5,263 | $4,603+14.3% | $4,069+29.4% | $5,850-10.0% |
| Admin fee / account holder | $14 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |