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 10-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 | $20,372 | $165,912-87.7% | $122,332-83.3% | $147,584-86.2% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 22.99% | 34.55%-11.6pp | 30.27%-7.3pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,709 | $5,754-70.3% | $4,050-57.8% | $4,876-65.0% |
| Participant deferral / active EE | $4,165 | $4,005+4.0% | $3,287+26.7% | $5,439-23.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |