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 | $12,390 | $232,540-94.7% | $185,117-93.3% | $147,584-91.6% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 26.76% | 43.03%-16.3pp | 40.50%-13.7pp | 578.55%-551.8pp |
| Employer contribution / active EE | $1,696 | $5,195-67.4% | $4,182-59.4% | $4,876-65.2% |
| Participant deferral / active EE | $3,997 | $5,834-31.5% | $5,045-20.8% | $5,439-26.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |