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 7-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 | $18,147 | $197,591-90.8% | $177,821-89.8% | $158,922-88.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 183.47% | 58.76%+124.7pp | 48.32%+135.1pp | 302.83%-119.4pp |
| Employer contribution / active EE | $3,615 | $6,697-46.0% | $5,918-38.9% | $4,761-24.1% |
| Participant deferral / active EE | $8,559 | $8,405+1.8% | $7,714+11.0% | $5,982+43.1% |
| Admin fee / account holder | $2 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |