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 | $15,458 | $107,334-85.6% | $92,893-83.4% | $152,861-89.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.02% | 145.58%-113.6pp | 109.41%-77.4pp | 345.32%-313.3pp |
| Employer contribution / active EE | $2,632 | $4,221-37.7% | $3,653-27.9% | $4,762-44.7% |
| Participant deferral / active EE | $5,554 | $4,845+14.6% | $4,236+31.1% | $5,850-5.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |