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 9-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 | $17,249 | $198,466-91.3% | $170,442-89.9% | $147,584-88.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 91.41% | 257.29%-165.9pp | 205.93%-114.5pp | 578.55%-487.1pp |
| Employer contribution / active EE | $3,790 | $6,184-38.7% | $5,433-30.2% | $4,876-22.3% |
| Participant deferral / active EE | $6,723 | $5,629+19.4% | $4,939+36.1% | $5,439+23.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |