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 | $18,371 | $198,466-90.7% | $170,442-89.2% | $147,584-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.63% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,655 | $6,184-73.2% | $5,433-69.5% | $4,876-66.1% |
| Participant deferral / active EE | $5,836 | $5,629+3.7% | $4,939+18.1% | $5,439+7.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |