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 | $13,949 | $157,256-91.1% | $141,162-90.1% | $152,861-90.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 103.46% | 64.32%+39.1pp | 71.39%+32.1pp | 345.32%-241.9pp |
| Employer contribution / active EE | $2,638 | $5,261-49.9% | $4,735-44.3% | $4,762-44.6% |
| Participant deferral / active EE | $8,535 | $7,109+20.0% | $6,709+27.2% | $5,850+45.9% |
| Admin fee / account holder | $272 | $12,120-97.8% | $10,261-97.3% | $11,596-97.7% |