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 | $16,591 | $112,096-85.2% | $95,952-82.7% | $158,922-89.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 19.18% | 171.09%-151.9pp | 91.61%-72.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,530 | $3,198-52.2% | $2,541-39.8% | $4,761-67.9% |
| Participant deferral / active EE | $3,957 | $4,784-17.3% | $4,167-5.0% | $5,982-33.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |