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 | $21,005 | $209,411-90.0% | $178,490-88.2% | $158,922-86.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.21% | 188.75%-171.5pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,584 | $5,706-72.3% | $5,011-68.4% | $4,761-66.7% |
| Participant deferral / active EE | $9,133 | $5,954+53.4% | $5,202+75.6% | $5,982+52.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |