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 | $13,582 | $106,890-87.3% | $84,015-83.8% | $152,861-91.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 34.37% | 104.99%-70.6pp | 71.31%-36.9pp | 345.32%-311.0pp |
| Employer contribution / active EE | $2,049 | $2,734-25.1% | $1,983+3.3% | $4,762-57.0% |
| Participant deferral / active EE | $6,886 | $4,011+71.7% | $3,239+112.6% | $5,850+17.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |