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 7-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 | $15,429 | $228,332-93.2% | $185,823-91.7% | $158,922-90.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 165.33% | 40.80%+124.5pp | 35.95%+129.4pp | 302.83%-137.5pp |
| Employer contribution / active EE | $3,522 | $4,967-29.1% | $4,087-13.8% | $4,761-26.0% |
| Participant deferral / active EE | $7,910 | $6,415+23.3% | $5,632+40.4% | $5,982+32.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |