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 | $12,575 | $150,440-91.6% | $136,294-90.8% | $147,584-91.5% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 211.14% | 1049.08%-837.9pp | 5155.94%-4944.8pp | 578.55%-367.4pp |
| Employer contribution / active EE | $1,912 | $5,256-63.6% | $4,695-59.3% | $4,876-60.8% |
| Participant deferral / active EE | $5,324 | $6,630-19.7% | $6,247-14.8% | $5,439-2.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |