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 | $21,541 | $157,256-86.3% | $141,162-84.7% | $152,861-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.45% | 64.32%-27.9pp | 71.39%-34.9pp | 345.32%-308.9pp |
| Employer contribution / active EE | $2,800 | $5,261-46.8% | $4,735-40.9% | $4,762-41.2% |
| Participant deferral / active EE | $9,761 | $7,109+37.3% | $6,709+45.5% | $5,850+66.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |